WI
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Wealth Intelligence’s Vertiv VRT Stock Holding History

Wealth Intelligence’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 		$744K Sell
2,221
-890
-29% -$282K 0.35% 49
2026
Q1 		$780K Buy
+3,111
New +$691K 0.37% 44

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 Intelligence's VRT Position: Q2 2026 in Review

Wealth Intelligence reduced its Vertiv (VRT) stake by 29% in Q2 2026, selling an estimated $282K and leaving 2,221 shares worth $744K. The position accounts for 0.35% of the portfolio, ranked #49.

Wealth Intelligence first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. The position peaked at $780K in Q1 2026. 2,048 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Wealth Intelligence held 2,221 shares of Vertiv worth $744K as of Q2 2026.
  • Wealth Intelligence sold 890 Vertiv shares in Q2 2026, an estimated $282K.
  • Vertiv made up 0.35% of Wealth Intelligence's portfolio in Q2 2026, its #49 holding.
  • Wealth Intelligence first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • Wealth Intelligence's Vertiv position peaked at $780K in Q1 2026.
  • 2,048 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wealth Intelligence's 13F filing for Q2 2026, filed 13 Jul 2026.