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Waterfront Wealth’s Vertiv VRT Stock Holding History

Waterfront Wealth’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 		$717K Hold
2,250
– – 0.11% 196
2026
Q1 		$564K Sell
2,250
-3
-0.1% -$666 0.1% 195
2025
Q4 		$415K Buy
2,253
+56
+3% +$9.72K 0.08% 209
2025
Q3 		$375K Buy
2,197
+3
+0.1% +$400 0.08% 211
2025
Q2 		$282K Buy
+2,194
New +$213K 0.06% 226

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Waterfront Wealth's VRT Position: Q2 2026 in Review

Waterfront Wealth held its Vertiv (VRT) position steady in Q2 2026 at 2,250 shares worth $717K. The position accounts for 0.11% of the portfolio, ranked #196.

Waterfront Wealth first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 811 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Waterfront Wealth held 2,250 shares of Vertiv worth $717K as of Q2 2026.
  • Waterfront Wealth left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.11% of Waterfront Wealth's portfolio in Q2 2026, its #196 holding.
  • Waterfront Wealth first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 811 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.