AIM
VRT icon

Anchor Investment Management’s Vertiv VRT Stock Holding History

Anchor Investment 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 		$213K Buy
635
+45
+8% +$14.3K 0.02% 379
2026
Q1 		$148K Hold
590
– – 0.01% 425
2025
Q4 		$95.6K Hold
590
– – 0.01% 493
2025
Q3 		$89K Buy
590
+490
+490% +$65.4K 0.01% 510
2025
Q2 		$12.8K Hold
100
– – ﹤0.01% 774
2025
Q1 		$7.22K Sell
100
-100
-50% -$10.6K ﹤0.01% 845
2024
Q4 		$22.7K Hold
200
– – ﹤0.01% 692
2024
Q3 		$19.9K Sell
200
-100
-33% -$8.29K ﹤0.01% 699
2024
Q2 		$26K Buy
+300
New +$27.3K ﹤0.01% 605

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

Anchor Investment Management's VRT Position: Q2 2026 in Review

Anchor Investment Management increased its Vertiv (VRT) stake by 7.6% in Q2 2026, buying an estimated $14.3K and bringing the position to 635 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #379.

Anchor Investment Management first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,058 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Anchor Investment Management held 635 shares of Vertiv worth $213K as of Q2 2026.
  • Anchor Investment Management bought 45 Vertiv shares in Q2 2026, an estimated $14.3K.
  • Vertiv made up 0.02% of Anchor Investment Management's portfolio in Q2 2026, its #379 holding.
  • Anchor Investment Management first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 2,058 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.