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Wealth Management Associates’s Vertiv VRT Stock Holding History

Wealth Management Associates’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 		$231K Sell
691
-924
-57% -$293K 0.06% 223
2026
Q1 		$405K Sell
1,615
-1,256
-44% -$279K 0.14% 133
2025
Q4 		$465K Sell
2,871
-327
-10% -$56.8K 0.16% 121
2025
Q3 		$482K Buy
3,198
+806
+34% +$108K 0.17% 109
2025
Q2 		$307K Buy
+2,392
New +$233K 0.12% 155
2025
Q1 		– Sell
-2,582
Closed -$293K – 224
2024
Q4 		$293K Sell
2,582
-1,136
-31% -$135K 0.13% 155
2024
Q3 		$370K Buy
+3,718
New +$308K 0.16% 131

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 Management Associates's VRT Position: Q2 2026 in Review

Wealth Management Associates reduced its Vertiv (VRT) stake by 57% in Q2 2026, selling an estimated $293K and leaving 691 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #223.

Wealth Management Associates first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. The position peaked at $482K in Q3 2025. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Wealth Management Associates held 691 shares of Vertiv worth $231K as of Q2 2026.
  • Wealth Management Associates sold 924 Vertiv shares in Q2 2026, an estimated $293K.
  • Vertiv made up 0.06% of Wealth Management Associates's portfolio in Q2 2026, its #223 holding.
  • Wealth Management Associates first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
  • Wealth Management Associates's Vertiv position peaked at $482K in Q3 2025.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.