Virtus Wealth Solutions’s Vertiv VRT Stock Holding History

Virtus Wealth Solutions’s Portfolio VRT Stock Details VRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-44,555	Closed	-$11.2M	–	67
2026 Q1	$11.2M	Buy	+44,555	New	+$9.89M	2.13%	15

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Virtus Wealth Solutions's VRT Position: Q2 2026 in Review

Virtus Wealth Solutions sold out of Vertiv (VRT) in Q2 2026, closing a stake of 44,555 shares — an estimated $11.2M sold.

Virtus Wealth Solutions first reported a position in VRT in Q1 2026 and held it in 1 quarter. The position peaked at $11.2M in Q1 2026. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Virtus Wealth Solutions reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
Virtus Wealth Solutions sold 44,555 Vertiv shares in Q2 2026, an estimated $11.2M.
Virtus Wealth Solutions first reported a position in Vertiv in Q1 2026 and held it in 1 quarter.
Virtus Wealth Solutions's Vertiv position peaked at $11.2M in Q1 2026.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Virtus Wealth Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.