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Wedbush Securities’s Vertiv VRT Stock Holding History

Wedbush Securities’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 		$9.15M Buy
27,332
+7,616
+39% +$2.42M 0.24% 67
2026
Q1 		$4.94M Buy
19,716
+920
+5% +$204K 0.14% 108
2025
Q4 		$3.04M Buy
18,796
+4,228
+29% +$734K 0.09% 172
2025
Q3 		$2.2M Sell
14,568
-6,345
-30% -$846K 0.07% 213
2025
Q2 		$2.69M Sell
20,913
-2,429
-10% -$236K 0.09% 158
2025
Q1 		$1.69M Buy
23,342
+1,939
+9% +$206K 0.06% 241
2024
Q4 		$2.43M Buy
21,403
+10,391
+94% +$1.23M 0.09% 170
2024
Q3 		$1.1M Sell
11,012
-3,957
-26% -$328K 0.04% 347
2024
Q2 		$1.3M Buy
14,969
+5,429
+57% +$494K 0.05% 303
2024
Q1 		$779K Buy
+9,540
New +$599K 0.03% 478

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

Wedbush Securities's VRT Position: Q2 2026 in Review

Wedbush Securities increased its Vertiv (VRT) stake by 39% in Q2 2026, buying an estimated $2.42M and bringing the position to 27,332 shares worth $9.15M. The position accounts for 0.24% of the portfolio, ranked #67.

Wedbush Securities first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Wedbush Securities held 27,332 shares of Vertiv worth $9.15M as of Q2 2026.
  • Wedbush Securities bought 7,616 Vertiv shares in Q2 2026, an estimated $2.42M.
  • Vertiv made up 0.24% of Wedbush Securities's portfolio in Q2 2026, its #67 holding.
  • Wedbush Securities first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.