WEG
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World Equity Group’s Vertiv VRT Stock Holding History

World Equity 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 		$958K Buy
2,860
+18
+0.6% +$5.71K 0.21% 100
2026
Q1 		$712K Buy
2,842
+96
+3% +$21.3K 0.18% 129
2025
Q4 		$445K Sell
2,746
-411
-13% -$71.4K 0.12% 183
2025
Q3 		$476K Buy
3,157
+922
+41% +$123K 0.11% 186
2025
Q2 		$287K Buy
+2,235
New +$217K 0.08% 254
2025
Q1 		– Sell
-1,806
Closed -$205K – 383
2024
Q4 		$205K Buy
+1,806
New +$214K 0.04% 344

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

World Equity Group's VRT Position: Q2 2026 in Review

World Equity Group increased its Vertiv (VRT) stake by 0.63% in Q2 2026, buying an estimated $5.71K and bringing the position to 2,860 shares worth $958K. The position accounts for 0.21% of the portfolio, ranked #100.

World Equity Group first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • World Equity Group held 2,860 shares of Vertiv worth $958K as of Q2 2026.
  • World Equity Group bought 18 Vertiv shares in Q2 2026, an estimated $5.71K.
  • Vertiv made up 0.21% of World Equity Group's portfolio in Q2 2026, its #100 holding.
  • World Equity Group first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.