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WealthTrust Asset Management’s Vertiv VRT Stock Holding History

WealthTrust Asset Management’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 		$2.03M Sell
6,060
-52
-0.9% -$16.5K 1.1% 19
2026
Q1 		$1.53M Sell
6,112
-73
-1% -$16.2K 0.91% 21
2025
Q4 		$1M Sell
6,185
-255
-4% -$44.3K 0.7% 35
2025
Q3 		$972K Buy
+6,440
New +$859K 0.67% 34
2025
Q1 		– Sell
-10,068
Closed -$1.14M – 103
2024
Q4 		$1.14M Sell
10,068
-1,116
-10% -$133K 0.82% 27
2024
Q3 		$1.11M Buy
+11,184
New +$927K 0.83% 25

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WealthTrust Asset Management's VRT Position: Q2 2026 in Review

WealthTrust Asset Management reduced its Vertiv (VRT) stake by 0.85% in Q2 2026, selling an estimated $16.5K and leaving 6,060 shares worth $2.03M. The position accounts for 1.1% of the portfolio, ranked #19.

WealthTrust Asset Management first reported a position in VRT in Q3 2024 and has held it in 6 quarters since. 861 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • WealthTrust Asset Management held 6,060 shares of Vertiv worth $2.03M as of Q2 2026.
  • WealthTrust Asset Management sold 52 Vertiv shares in Q2 2026, an estimated $16.5K.
  • Vertiv made up 1.1% of WealthTrust Asset Management's portfolio in Q2 2026, its #19 holding.
  • WealthTrust Asset Management first reported a position in Vertiv in Q3 2024 and has held it in 6 quarters since.
  • 861 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.