YWS
VRT icon

Yarger Wealth Strategies’s Vertiv VRT Stock Holding History

Yarger Wealth Strategies’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 		$543K Buy
1,701
+199
+13% +$63.1K 0.19% 80
2026
Q1 		$376K Buy
1,502
+187
+14% +$41.5K 0.15% 92
2025
Q4 		$213K Buy
+1,315
New +$228K 0.09% 118

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

Yarger Wealth Strategies's VRT Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Vertiv (VRT) stake by 13% in Q2 2026, buying an estimated $63.1K and bringing the position to 1,701 shares worth $543K. The position accounts for 0.19% of the portfolio, ranked #80.

Yarger Wealth Strategies first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Yarger Wealth Strategies held 1,701 shares of Vertiv worth $543K as of Q2 2026.
  • Yarger Wealth Strategies bought 199 Vertiv shares in Q2 2026, an estimated $63.1K.
  • Vertiv made up 0.19% of Yarger Wealth Strategies's portfolio in Q2 2026, its #80 holding.
  • Yarger Wealth Strategies first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.