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Wealthedge Investment Advisors’s Vertiv VRT Stock Holding History

Wealthedge Investment 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 		$979K Sell
2,925
-1,034
-26% -$328K 0.33% 72
2026
Q1 		$992K Buy
3,959
+57
+1% +$12.7K 0.36% 69
2025
Q4 		$632K Buy
3,902
+1,764
+83% +$306K 0.23% 82
2025
Q3 		$323K Buy
+2,138
New +$285K 0.12% 108
2025
Q1 		– Sell
-5,625
Closed -$639K – 213
2024
Q4 		$639K Buy
+5,625
New +$668K 0.29% 81

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

Wealthedge Investment Advisors's VRT Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its Vertiv (VRT) stake by 26% in Q2 2026, selling an estimated $328K and leaving 2,925 shares worth $979K. The position accounts for 0.33% of the portfolio, ranked #72.

Wealthedge Investment Advisors first reported a position in VRT in Q4 2024 and has held it in 5 quarters since. The position peaked at $992K in Q1 2026. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Wealthedge Investment Advisors held 2,925 shares of Vertiv worth $979K as of Q2 2026.
  • Wealthedge Investment Advisors sold 1,034 Vertiv shares in Q2 2026, an estimated $328K.
  • Vertiv made up 0.33% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #72 holding.
  • Wealthedge Investment Advisors first reported a position in Vertiv in Q4 2024 and has held it in 5 quarters since.
  • Wealthedge Investment Advisors's Vertiv position peaked at $992K in Q1 2026.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.