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Wealth Preservation Advisors’s Vertiv VRT Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-207
Closed -$51.9K – 927
2026
Q1 		$51.9K Buy
207
+157
+314% +$34.9K 0.04% 162
2025
Q4 		$8.11K Hold
50
– – ﹤0.01% 315
2025
Q3 		$7.55K Hold
50
– – ﹤0.01% 316
2025
Q2 		$6.43K Hold
50
– – ﹤0.01% 333
2025
Q1 		$3.61K Buy
+50
New +$5.32K ﹤0.01% 417

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 Preservation Advisors's VRT Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Vertiv (VRT) in Q2 2026, closing a stake of 207 shares — an estimated $51.9K sold.

Wealth Preservation Advisors first reported a position in VRT in Q1 2025 and held it in 5 quarters. The position peaked at $51.9K in Q1 2026. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 207 Vertiv shares in Q2 2026, an estimated $51.9K.
  • Wealth Preservation Advisors first reported a position in Vertiv in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Vertiv position peaked at $51.9K in Q1 2026.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.