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Wellspring Financial Advisors’s Vertiv VRT Stock Holding History

Wellspring Financial 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 		$407K Buy
1,216
+56
+5% +$17.8K 0.03% 191
2026
Q1 		$291K Buy
+1,160
New +$258K 0.02% 220

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

Wellspring Financial Advisors's VRT Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Vertiv (VRT) stake by 4.8% in Q2 2026, buying an estimated $17.8K and bringing the position to 1,216 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #191.

Wellspring Financial Advisors first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Wellspring Financial Advisors held 1,216 shares of Vertiv worth $407K as of Q2 2026.
  • Wellspring Financial Advisors bought 56 Vertiv shares in Q2 2026, an estimated $17.8K.
  • Vertiv made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #191 holding.
  • Wellspring Financial Advisors first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.