WESPAC Advisors SoCal’s Vertiv VRT Stock Holding History

WESPAC Advisors SoCal’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	$3.07M	Buy	9,174 +881	+11%	+$279K	0.55%	47
2026 Q1	$2.08M	Buy	+8,293	New	+$1.84M	0.44%	53

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WESPAC Advisors SoCal's VRT Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its Vertiv (VRT) stake by 11% in Q2 2026, buying an estimated $279K and bringing the position to 9,174 shares worth $3.07M. The position accounts for 0.55% of the portfolio, ranked #47.

WESPAC Advisors SoCal first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

WESPAC Advisors SoCal held 9,174 shares of Vertiv worth $3.07M as of Q2 2026.
WESPAC Advisors SoCal bought 881 Vertiv shares in Q2 2026, an estimated $279K.
Vertiv made up 0.55% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #47 holding.
WESPAC Advisors SoCal first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.