Winch Advisory Services’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$84.2K Buy
251
+63
+34% +$20K 0.02% 155
2026
Q1
$47.2K Buy
188
+3
+2% +$666 0.01% 180
2025
Q4
$30K Hold
185
0.01% 210
2025
Q3
$27.9K Sell
185
-21
-10% -$2.8K 0.01% 213
2025
Q2
$26.5K Hold
206
0.01% 212
2025
Q1
$14.9K Buy
+206
New +$21.9K ﹤0.01% 246

Other funds holding VRT

Winch Advisory Services's VRT Position: Q2 2026 in Review

Winch Advisory Services increased its Vertiv (VRT) stake by 34% in Q2 2026, buying an estimated $20K and bringing the position to 251 shares worth $84.2K. The position accounts for 0.02% of the portfolio, ranked #155.

Winch Advisory Services first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Winch Advisory Services held 251 shares of Vertiv worth $84.2K as of Q2 2026.
  • Winch Advisory Services bought 63 Vertiv shares in Q2 2026, an estimated $20K.
  • Vertiv made up 0.02% of Winch Advisory Services's portfolio in Q2 2026, its #155 holding.
  • Winch Advisory Services first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.