WE
VRT icon

Wealth Effects’s Vertiv VRT Stock Holding History

Wealth Effects’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 		$2.19M Sell
6,551
-300
-4% -$95.1K 0.59% 34
2026
Q1 		$1.72M Hold
6,851
– – 0.61% 36
2025
Q4 		$1.11M Sell
6,851
-500
-7% -$86.8K 0.35% 51
2025
Q3 		$1.11M Buy
7,351
+201
+3% +$26.8K 0.36% 56
2025
Q2 		$918K Sell
7,150
-1,000
-12% -$97.2K 0.34% 59
2025
Q1 		$588K Buy
8,150
+1,100
+16% +$117K 0.25% 81
2024
Q4 		$801K Buy
7,050
+400
+6% +$47.5K 0.28% 70
2024
Q3 		$662K Sell
6,650
-250
-4% -$20.7K 0.23% 86
2024
Q2 		$597K Buy
+6,900
New +$628K 0.22% 88

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

Wealth Effects's VRT Position: Q2 2026 in Review

Wealth Effects reduced its Vertiv (VRT) stake by 4.4% in Q2 2026, selling an estimated $95.1K and leaving 6,551 shares worth $2.19M. The position accounts for 0.59% of the portfolio, ranked #34.

Wealth Effects first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Wealth Effects held 6,551 shares of Vertiv worth $2.19M as of Q2 2026.
  • Wealth Effects sold 300 Vertiv shares in Q2 2026, an estimated $95.1K.
  • Vertiv made up 0.59% of Wealth Effects's portfolio in Q2 2026, its #34 holding.
  • Wealth Effects first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.