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Waverly Advisors’s Vertiv VRT Stock Holding History

Waverly Advisors’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 		$13.6M Sell
40,595
-639
-2% -$203K 0.08% 237
2026
Q1 		$10.3M Buy
41,234
+630
+2% +$140K 0.08% 248
2025
Q4 		$6.58M Buy
40,604
+36,739
+951% +$6.38M 0.05% 317
2025
Q3 		$583K Buy
3,865
+530
+16% +$70.7K 0.01% 801
2025
Q2 		$428K Buy
+3,335
New +$324K ﹤0.01% 848
2024
Q4 		– Sell
-3,510
Closed -$349K – 1020
2024
Q3 		$349K Buy
3,510
+113
+3% +$9.37K 0.01% 647
2024
Q2 		$294K Buy
+3,397
New +$309K 0.01% 667

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Waverly Advisors's VRT Position: Q2 2026 in Review

Waverly Advisors reduced its Vertiv (VRT) stake by 1.5% in Q2 2026, selling an estimated $203K and leaving 40,595 shares worth $13.6M. The position accounts for 0.08% of the portfolio, ranked #237.

Waverly Advisors first reported a position in VRT in Q2 2024 and has held it in 7 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Waverly Advisors held 40,595 shares of Vertiv worth $13.6M as of Q2 2026.
  • Waverly Advisors sold 639 Vertiv shares in Q2 2026, an estimated $203K.
  • Vertiv made up 0.08% of Waverly Advisors's portfolio in Q2 2026, its #237 holding.
  • Waverly Advisors first reported a position in Vertiv in Q2 2024 and has held it in 7 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.