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Whipplewood Advisors’s Vertiv VRT Stock Holding History

Whipplewood 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 		$9.04K Sell
27
-277
-91% -$87.9K 0.01% 257
2026
Q1 		$76.2K Buy
+304
New +$67.5K 0.04% 219
2025
Q3 		– Sell
-936
Closed -$120K – 1139
2025
Q2 		$120K Sell
936
-21,437
-96% -$2.08M 0.07% 216
2025
Q1 		$61.7K Buy
22,373
+21,430
+2,273% +$2.28M 0.04% 278
2024
Q4 		$107K Buy
+943
New +$112K 0.06% 225

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

Whipplewood Advisors's VRT Position: Q2 2026 in Review

Whipplewood Advisors reduced its Vertiv (VRT) stake by 91% in Q2 2026, selling an estimated $87.9K and leaving 27 shares worth $9.04K. The position accounts for 0.01% of the portfolio, ranked #257.

Whipplewood Advisors first reported a position in VRT in Q4 2024 and has held it in 5 quarters since. The position peaked at $120K in Q2 2025. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Whipplewood Advisors held 27 shares of Vertiv worth $9.04K as of Q2 2026.
  • Whipplewood Advisors sold 277 Vertiv shares in Q2 2026, an estimated $87.9K.
  • Vertiv made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #257 holding.
  • Whipplewood Advisors first reported a position in Vertiv in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Vertiv position peaked at $120K in Q2 2025.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.