WCG Wealth Advisors’s Vertiv VRT Stock Holding History

WCG Wealth 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	$13.4M	Sell	39,909 -405	-1%	-$128K	0.32%	82
2026 Q1	$10.1M	Buy	40,314 +2,271	+6%	+$504K	0.28%	91
2025 Q4	$6.16M	Buy	+38,043	New	+$6.61M	0.17%	127

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 $3.38T AUM 44.17% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

WCG Wealth Advisors's VRT Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Vertiv (VRT) stake by 1% in Q2 2026, selling an estimated $128K and leaving 39,909 shares worth $13.4M. The position accounts for 0.32% of the portfolio, ranked #82.

WCG Wealth Advisors first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

WCG Wealth Advisors held 39,909 shares of Vertiv worth $13.4M as of Q2 2026.
WCG Wealth Advisors sold 405 Vertiv shares in Q2 2026, an estimated $128K.
Vertiv made up 0.32% of WCG Wealth Advisors's portfolio in Q2 2026, its #82 holding.
WCG Wealth Advisors first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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