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Annis Gardner Whiting Capital Advisors’s Vertiv VRT Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$1.39M Buy
4,146
+125
+3% +$39.6K 0.21% 87
2026
Q1 		$1.01M Buy
4,021
+78
+2% +$17.3K 0.16% 106
2025
Q4 		$639K Buy
3,943
+1,363
+53% +$237K 0.12% 153
2025
Q3 		$389K Buy
+2,580
New +$344K 0.08% 202
2024
Q3 		– Sell
-932
Closed -$80.7K – 949
2024
Q2 		$80.7K Sell
932
-88
-9% -$8.01K 0.02% 336
2024
Q1 		$83.3K Buy
+1,020
New +$64.1K 0.03% 305

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

Annis Gardner Whiting Capital Advisors's VRT Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Vertiv (VRT) stake by 3.1% in Q2 2026, buying an estimated $39.6K and bringing the position to 4,146 shares worth $1.39M. The position accounts for 0.21% of the portfolio, ranked #87.

Annis Gardner Whiting Capital Advisors first reported a position in VRT in Q1 2024 and has held it in 6 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 4,146 shares of Vertiv worth $1.39M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 125 Vertiv shares in Q2 2026, an estimated $39.6K.
  • Vertiv made up 0.21% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #87 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Vertiv in Q1 2024 and has held it in 6 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.