XML Financial’s Vertiv VRT Stock Holding History

XML Financial’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	$474K	Sell	1,415 -295	-17%	-$93.6K	0.03%	293
2026 Q1	$429K	Buy	1,710 +345	+25%	+$76.6K	0.03%	287
2025 Q4	$221K	Buy	+1,365	New	+$237K	0.02%	397

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 $3.38T AUM 44.17% 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

XML Financial's VRT Position: Q2 2026 in Review

XML Financial reduced its Vertiv (VRT) stake by 17% in Q2 2026, selling an estimated $93.6K and leaving 1,415 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #293.

XML Financial first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,063 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

XML Financial held 1,415 shares of Vertiv worth $474K as of Q2 2026.
XML Financial sold 295 Vertiv shares in Q2 2026, an estimated $93.6K.
Vertiv made up 0.03% of XML Financial's portfolio in Q2 2026, its #293 holding.
XML Financial first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
2,063 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.