Westover Capital Advisors’s Vertiv VRT Stock Holding History

Westover Capital 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	$3.03M	Buy	9,060 +369	+4%	+$117K	0.5%	51
2026 Q1	$2.18M	Sell	8,691 -100	-1%	-$22.2K	0.4%	58
2025 Q4	$1.42M	Buy	8,791 +1,187	+16%	+$206K	0.26%	77
2025 Q3	$1.15M	Buy	7,604 +169	+2%	+$22.5K	0.21%	93
2025 Q2	$955K	Sell	7,435 -4,584	-38%	-$446K	0.19%	99
2025 Q1	$868K	Buy	12,019 +3,083	+35%	+$328K	0.19%	105
2024 Q4	$1.02M	Buy	8,936 +1,200	+16%	+$142K	0.22%	93
2024 Q3	$770K	Buy	7,736 +5,138	+198%	+$426K	0.15%	113
2024 Q2	$225K	Buy	+2,598	New	+$237K	0.06%	194

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

Westover Capital Advisors's VRT Position: Q2 2026 in Review

Westover Capital Advisors increased its Vertiv (VRT) stake by 4.2% in Q2 2026, buying an estimated $117K and bringing the position to 9,060 shares worth $3.03M. The position accounts for 0.5% of the portfolio, ranked #51.

Westover Capital Advisors first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Westover Capital Advisors held 9,060 shares of Vertiv worth $3.03M as of Q2 2026.
Westover Capital Advisors bought 369 Vertiv shares in Q2 2026, an estimated $117K.
Vertiv made up 0.5% of Westover Capital Advisors's portfolio in Q2 2026, its #51 holding.
Westover Capital Advisors first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.