RAFFA WEALTH MANAGEMENT, LLC’s Vertiv VRT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$23.4K	Buy	70 +3	+4%	+$951	﹤0.01%	261
2026 Q1	$16.8K	Buy	67 +3	+5%	+$666	﹤0.01%	297
2025 Q4	$10.4K	Sell	64 -3	-4%	-$521	﹤0.01%	367
2025 Q3	$10.1K	Buy	67 +15	+29%	+$2K	﹤0.01%	363
2025 Q2	$6.68K	Hold	52	–	–	﹤0.01%	458
2025 Q1	$3.75K	Hold	52	–	–	﹤0.01%	483
2024 Q4	$5.91K	Hold	52	–	–	﹤0.01%	422
2024 Q3	$5.17K	Hold	52	–	–	﹤0.01%	410
2024 Q2	$4.5K	Buy	52 +12	+30%	+$1.09K	﹤0.01%	556
2024 Q1	$3.27K	Buy	+40	New	+$2.51K	﹤0.01%	585

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's VRT Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Vertiv (VRT) stake by 4.5% in Q2 2026, buying an estimated $951 and bringing the position to 70 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 692 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 70 shares of Vertiv worth $23.4K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 3 Vertiv shares in Q2 2026, an estimated $951.
Vertiv made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #261 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
692 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.