Vision Retirement’s Vertiv VRT Stock Holding History

Vision Retirement’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	$904K	Buy	2,699 +2,188	+428%	+$694K	0.22%	69
2026 Q1	$128K	Buy	511 +102	+25%	+$22.6K	0.04%	147
2025 Q4	$66.3K	Buy	+409	New	+$71K	0.02%	195

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

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

Norges Bank Oslo, Norway $1T AUM

Vision Retirement's VRT Position: Q2 2026 in Review

Vision Retirement increased its Vertiv (VRT) stake by 428% in Q2 2026, buying an estimated $694K and bringing the position to 2,699 shares worth $904K. The position accounts for 0.22% of the portfolio, ranked #69.

Vision Retirement first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 1,934 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Vision Retirement held 2,699 shares of Vertiv worth $904K as of Q2 2026.
Vision Retirement bought 2,188 Vertiv shares in Q2 2026, an estimated $694K.
Vertiv made up 0.22% of Vision Retirement's portfolio in Q2 2026, its #69 holding.
Vision Retirement first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
1,934 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.