Wealth Alliance’s Vertiv VRT Stock Holding History

Wealth Alliance’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	-928	Closed	-$233K	–	615
2026 Q1	$233K	Buy	+928	New	+$206K	0.02%	497
2024 Q4	–	Sell	-2,021	Closed	-$201K	–	544
2024 Q3	$201K	Buy	+2,021	New	+$168K	0.02%	501

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 $3.37T AUM 44.26% 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

Wealth Alliance's VRT Position: Q2 2026 in Review

Wealth Alliance sold out of Vertiv (VRT) in Q2 2026, closing a stake of 928 shares — an estimated $233K sold.

Wealth Alliance first reported a position in VRT in Q3 2024 and held it in 2 quarters. The position peaked at $233K in Q1 2026. 2,055 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Wealth Alliance reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
Wealth Alliance sold 928 Vertiv shares in Q2 2026, an estimated $233K.
Wealth Alliance first reported a position in Vertiv in Q3 2024 and held it in 2 quarters.
Wealth Alliance's Vertiv position peaked at $233K in Q1 2026.
2,055 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.