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Wedmont Private Capital’s Vertiv VRT Stock Holding History

Wedmont Private Capital’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 		$1.59M Buy
4,984
+347
+7% +$110K 0.04% 241
2026
Q1 		$1.3M Buy
4,637
+906
+24% +$201K 0.04% 249
2025
Q4 		$640K Sell
3,731
-51
-1% -$8.86K 0.02% 391
2025
Q3 		$601K Buy
3,782
+178
+5% +$23.7K 0.02% 406
2025
Q2 		$463K Buy
3,604
+639
+22% +$62.1K 0.02% 451
2025
Q1 		$206K Buy
2,965
+697
+31% +$74.2K 0.01% 651
2024
Q4 		$292K Buy
2,268
+183
+9% +$21.7K 0.02% 542
2024
Q3 		$223K Sell
2,085
-279
-12% -$23.1K 0.01% 606
2024
Q2 		$212K Buy
+2,364
New +$215K 0.01% 598

Other funds holding VRT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

Wedmont Private Capital's VRT Position: Q2 2026 in Review

Wedmont Private Capital increased its Vertiv (VRT) stake by 7.5% in Q2 2026, buying an estimated $110K and bringing the position to 4,984 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #241.

Wedmont Private Capital first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 278 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Wedmont Private Capital held 4,984 shares of Vertiv worth $1.59M as of Q2 2026.
  • Wedmont Private Capital bought 347 Vertiv shares in Q2 2026, an estimated $110K.
  • Vertiv made up 0.04% of Wedmont Private Capital's portfolio in Q2 2026, its #241 holding.
  • Wedmont Private Capital first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 278 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.