AIP
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Almanack Investment Partners’s Vertiv VRT Stock Holding History

Almanack Investment Partners’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 		$2.23M Buy
6,672
+3,772
+130% +$1.2M 0.28% 56
2026
Q1 		$727K Sell
2,900
-79
-3% -$17.5K 0.12% 83
2025
Q4 		$483K Buy
2,979
+86
+3% +$14.9K 0.08% 100
2025
Q3 		$436K Sell
2,893
-50
-2% -$6.67K 0.07% 124
2025
Q2 		$378K Sell
2,943
-344
-10% -$33.5K 0.06% 139
2025
Q1 		$237K Sell
3,287
-933
-22% -$99.3K 0.05% 134
2024
Q4 		$479K Buy
4,220
+420
+11% +$49.9K 0.07% 114
2024
Q3 		$378K Buy
3,800
+973
+34% +$80.7K 0.06% 124
2024
Q2 		$245K Buy
+2,827
New +$257K 0.04% 161

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

Almanack Investment Partners's VRT Position: Q2 2026 in Review

Almanack Investment Partners increased its Vertiv (VRT) stake by 130% in Q2 2026, buying an estimated $1.2M and bringing the position to 6,672 shares worth $2.23M. The position accounts for 0.28% of the portfolio, ranked #56.

Almanack Investment Partners first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Almanack Investment Partners held 6,672 shares of Vertiv worth $2.23M as of Q2 2026.
  • Almanack Investment Partners bought 3,772 Vertiv shares in Q2 2026, an estimated $1.2M.
  • Vertiv made up 0.28% of Almanack Investment Partners's portfolio in Q2 2026, its #56 holding.
  • Almanack Investment Partners first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.