WFAG
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Wescott Financial Advisory Group’s Vertiv VRT Stock Holding History

Wescott Financial Advisory Group’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 		$303K Buy
906
+15
+2% +$4.76K 0.02% 165
2026
Q1 		$223K Buy
+891
New +$198K 0.02% 181

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

Wescott Financial Advisory Group's VRT Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Vertiv (VRT) stake by 1.7% in Q2 2026, buying an estimated $4.76K and bringing the position to 906 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #165.

Wescott Financial Advisory Group first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,055 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Wescott Financial Advisory Group held 906 shares of Vertiv worth $303K as of Q2 2026.
  • Wescott Financial Advisory Group bought 15 Vertiv shares in Q2 2026, an estimated $4.76K.
  • Vertiv made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #165 holding.
  • Wescott Financial Advisory Group first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.