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Wilkerson Advisory Group’s Vertiv VRT Stock Holding History

Wilkerson 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 		$54.9K Sell
164
-232
-59% -$73.6K 0.02% 223
2026
Q1 		$99.2K Buy
396
+364
+1,138% +$80.8K 0.03% 144
2025
Q4 		$5.18K Buy
+32
New +$5.56K ﹤0.01% 433

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

Wilkerson Advisory Group's VRT Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Vertiv (VRT) stake by 59% in Q2 2026, selling an estimated $73.6K and leaving 164 shares worth $54.9K. The position accounts for 0.02% of the portfolio, ranked #223.

Wilkerson Advisory Group first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $99.2K in Q1 2026. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Wilkerson Advisory Group held 164 shares of Vertiv worth $54.9K as of Q2 2026.
  • Wilkerson Advisory Group sold 232 Vertiv shares in Q2 2026, an estimated $73.6K.
  • Vertiv made up 0.02% of Wilkerson Advisory Group's portfolio in Q2 2026, its #223 holding.
  • Wilkerson Advisory Group first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Vertiv position peaked at $99.2K in Q1 2026.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.