Wealth Enhancement Advisory Services’s Vertiv VRT Stock Holding History

Wealth Enhancement Advisory Services’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	$102M	Buy	330,319 +202,997	+159%	+$64.4M	0.17%	105
2026 Q1	$31.3M	Sell	127,322 -30,390	-19%	-$6.75M	0.06%	278
2025 Q4	$27.6M	Buy	157,712 +35,219	+29%	+$6.11M	0.04%	391
2025 Q3	$19.2M	Buy	122,493 +7,518	+7%	+$1M	0.03%	461
2025 Q2	$14.7M	Buy	114,975 +21,321	+23%	+$2.07M	0.02%	518
2025 Q1	$6.76M	Buy	93,654 +55,736	+147%	+$5.93M	0.01%	724
2024 Q4	$4.31M	Buy	37,918 +8,009	+27%	+$951K	0.01%	854
2024 Q3	$2.98M	Buy	29,909 +8,855	+42%	+$734K	0.01%	899
2024 Q2	$1.82M	Buy	21,054 +13,004	+162%	+$1.18M	﹤0.01%	1022
2024 Q1	$657K	Buy	+8,050	New	+$506K	﹤0.01%	1436

Other funds holding VRT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

SAM

Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

Wealth Enhancement Advisory Services's VRT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Vertiv (VRT) stake by 159% in Q2 2026, buying an estimated $64.4M and bringing the position to 330,319 shares worth $102M. The position accounts for 0.17% of the portfolio, ranked #105.

Wealth Enhancement Advisory Services first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 300 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Wealth Enhancement Advisory Services held 330,319 shares of Vertiv worth $102M as of Q2 2026.
Wealth Enhancement Advisory Services bought 202,997 Vertiv shares in Q2 2026, an estimated $64.4M.
Vertiv made up 0.17% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #105 holding.
Wealth Enhancement Advisory Services first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
300 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.