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World Investment Advisors’s Vertiv VRT Stock Holding History

World Investment 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 		$1.83M Sell
6,925
-448
-6% -$142K 0.03% 504
2026
Q1 		$1.85M Buy
7,373
+916
+14% +$203K 0.03% 508
2025
Q4 		$1.05M Buy
6,457
+1,656
+34% +$288K 0.02% 670
2025
Q3 		$724K Sell
4,801
-410
-8% -$54.7K 0.01% 662
2025
Q2 		$669K Buy
5,211
+1,732
+50% +$168K 0.02% 634
2025
Q1 		$251K Buy
3,479
+982
+39% +$105K 0.01% 929
2024
Q4 		$284K Buy
+2,497
New +$296K 0.01% 843

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 Investment Advisors's VRT Position: Q2 2026 in Review

World Investment Advisors reduced its Vertiv (VRT) stake by 6.1% in Q2 2026, selling an estimated $142K and leaving 6,925 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #504.

World Investment Advisors first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q1 2026. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • World Investment Advisors held 6,925 shares of Vertiv worth $1.83M as of Q2 2026.
  • World Investment Advisors sold 448 Vertiv shares in Q2 2026, an estimated $142K.
  • Vertiv made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #504 holding.
  • World Investment Advisors first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • World Investment Advisors's Vertiv position peaked at $1.85M in Q1 2026.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.