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WBI Investments’s Vertiv VRT Stock Holding History

WBI Investments’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
-4,136
Closed -$1.04M – 368
2026
Q1 		$1.04M Sell
4,136
-1,067
-21% -$237K 0.29% 106
2025
Q4 		$843K Sell
5,203
-5,634
-52% -$978K 0.22% 133
2025
Q3 		$1.63M Sell
10,837
-2,678
-20% -$357K 0.42% 59
2025
Q2 		$1.74M Buy
13,515
+9,937
+278% +$966K 0.45% 57
2025
Q1 		$258K Sell
3,578
-3,535
-50% -$376K 0.07% 200
2024
Q4 		$808K Buy
+7,113
New +$845K 0.2% 126

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 $3.37T AUM 44.26% 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

WBI Investments's VRT Position: Q2 2026 in Review

WBI Investments sold out of Vertiv (VRT) in Q2 2026, closing a stake of 4,136 shares — an estimated $1.04M sold.

WBI Investments first reported a position in VRT in Q4 2024 and held it in 6 quarters. The position peaked at $1.74M in Q2 2025. 2,057 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • WBI Investments reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
  • WBI Investments sold 4,136 Vertiv shares in Q2 2026, an estimated $1.04M.
  • WBI Investments first reported a position in Vertiv in Q4 2024 and held it in 6 quarters.
  • WBI Investments's Vertiv position peaked at $1.74M in Q2 2025.
  • 2,057 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.