Wealthspire Advisors (New York)’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.75M Buy
8,213
+7,318
+818% +$2.32M 0.02% 364
2026
Q1
$224K Sell
895
-1,179
-57% -$262K ﹤0.01% 824
2025
Q4
$336K Buy
2,074
+1,518
+273% +$264K ﹤0.01% 756
2025
Q3
$83.9K Buy
+556
New +$74.2K ﹤0.01% 1061

Other funds holding VRT

Wealthspire Advisors (New York)'s VRT Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vertiv (VRT) stake by 818% in Q2 2026, buying an estimated $2.32M and bringing the position to 8,213 shares worth $2.75M. The position accounts for 0.02% of the portfolio, ranked #364.

Wealthspire Advisors (New York) first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Wealthspire Advisors (New York) held 8,213 shares of Vertiv worth $2.75M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 7,318 Vertiv shares in Q2 2026, an estimated $2.32M.
  • Vertiv made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #364 holding.
  • Wealthspire Advisors (New York) first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.