Win Advisors’s Vertiv VRT Stock Holding History

Win 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	$4.64M	Buy	13,868 +8,786	+173%	+$2.79M	1.66%	20
2026 Q1	$1.27M	Sell	5,082 -459	-8%	-$102K	0.58%	41
2025 Q4	$898K	Buy	+5,541	New	+$962K	0.38%	49

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

Win Advisors's VRT Position: Q2 2026 in Review

Win Advisors increased its Vertiv (VRT) stake by 173% in Q2 2026, buying an estimated $2.79M and bringing the position to 13,868 shares worth $4.64M. The position accounts for 1.66% of the portfolio, ranked #20.

Win Advisors first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Win Advisors held 13,868 shares of Vertiv worth $4.64M as of Q2 2026.
Win Advisors bought 8,786 Vertiv shares in Q2 2026, an estimated $2.79M.
Vertiv made up 1.66% of Win Advisors's portfolio in Q2 2026, its #20 holding.
Win Advisors first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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