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Advisors Capital Management’s Vertiv VRT Stock Holding History

Advisors Capital Management’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 		$1.13M Sell
3,360
-44
-1% -$14K 0.01% 333
2026
Q1 		$853K Buy
3,404
+89
+3% +$19.8K 0.01% 327
2025
Q4 		$537K Buy
3,315
+188
+6% +$32.6K 0.01% 385
2025
Q3 		$472K Buy
+3,127
New +$417K 0.01% 400

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

Advisors Capital Management's VRT Position: Q2 2026 in Review

Advisors Capital Management reduced its Vertiv (VRT) stake by 1.3% in Q2 2026, selling an estimated $14K and leaving 3,360 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #333.

Advisors Capital Management first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Advisors Capital Management held 3,360 shares of Vertiv worth $1.13M as of Q2 2026.
  • Advisors Capital Management sold 44 Vertiv shares in Q2 2026, an estimated $14K.
  • Vertiv made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #333 holding.
  • Advisors Capital Management first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.