Wealthcare Advisory Partners’s Vertiv VRT Stock Holding History

Wealthcare Advisory Partners’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	$5.78M	Sell	17,268 -828	-5%	-$263K	0.11%	157
2026 Q1	$4.53M	Sell	18,096 -2,239	-11%	-$497K	0.09%	194
2025 Q4	$3.29M	Buy	20,335 +887	+5%	+$154K	0.06%	254
2025 Q3	$2.93M	Buy	19,448 +88	+0.5%	+$11.7K	0.06%	259
2025 Q2	$2.49M	Buy	19,360 +796	+4%	+$77.4K	0.06%	283
2025 Q1	$1.34M	Buy	18,564 +1,271	+7%	+$135K	0.04%	378
2024 Q4	$1.96M	Buy	17,293 +986	+6%	+$117K	0.05%	277
2024 Q3	$1.62M	Buy	16,307 +1,675	+11%	+$139K	0.05%	308
2024 Q2	$1.27M	Buy	14,632 +838	+6%	+$76.3K	0.04%	323
2024 Q1	$1.13M	Buy	13,794 +273	+2%	+$17.2K	0.04%	339
2023 Q4	$649K	Buy	+13,521	New	+$576K	0.03%	430

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wealthcare Advisory Partners's VRT Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Vertiv (VRT) stake by 4.6% in Q2 2026, selling an estimated $263K and leaving 17,268 shares worth $5.78M. The position accounts for 0.11% of the portfolio, ranked #157.

Wealthcare Advisory Partners first reported a position in VRT in Q4 2023 and has held it in 11 quarters since. 433 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Wealthcare Advisory Partners held 17,268 shares of Vertiv worth $5.78M as of Q2 2026.
Wealthcare Advisory Partners sold 828 Vertiv shares in Q2 2026, an estimated $263K.
Vertiv made up 0.11% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #157 holding.
Wealthcare Advisory Partners first reported a position in Vertiv in Q4 2023 and has held it in 11 quarters since.
433 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.