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	$30.9K	Buy	+100	New	+$31.7K	﹤0.01%	3990
2025 Q4	–	Sell	-67,323	Closed	-$4.15M	–	3812
2025 Q3	$4.15M	Sell	67,323 -2,677	-4%	-$357K	0.01%	1037
2025 Q2	$2.67M	Buy	70,000 +33,300	+91%	+$3.24M	﹤0.01%	1215
2025 Q1	$313K	Buy	36,700 +2,700	+8%	+$287K	﹤0.01%	2416
2024 Q4	$1.05M	Sell	34,000 -6,000	-15%	-$712K	﹤0.01%	1510
2024 Q3	$1.07M	Buy	40,000 +28,000	+233%	+$2.32M	﹤0.01%	1358
2024 Q2	$262K	Buy	12,000 +9,500	+380%	+$865K	﹤0.01%	2076
2024 Q1	$69.8K	Buy	+2,500	New	+$157K	﹤0.01%	2327

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. 304 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.
304 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.