Applied Finance Capital Management’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.3M Buy
+3,874
New +$1.23M 0.1% 91
2025
Q3
– Sell
-9,491
Closed -$1.22M – 323
2025
Q2
$1.22M Buy
+9,491
New +$923K 0.08% 97
2024
Q3
– Sell
-7,506
Closed -$650K – 326
2024
Q2
$650K Buy
+7,506
New +$683K 0.03% 154

Other funds holding VRT

Applied Finance Capital Management's VRT Position: Q2 2026 in Review

Applied Finance Capital Management opened a new position in Vertiv (VRT) in Q2 2026: 3,874 shares worth $1.3M. The stake represents 0.1% of the portfolio and ranks #91 among its holdings. This is a return to the name: Applied Finance Capital Management previously reported a position in VRT as recently as Q2 2025.

Applied Finance Capital Management first reported a position in VRT in Q2 2024 and has held it in 3 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Applied Finance Capital Management held 3,874 shares of Vertiv worth $1.3M as of Q2 2026.
  • Vertiv was a new Applied Finance Capital Management position in Q2 2026.
  • Vertiv made up 0.1% of Applied Finance Capital Management's portfolio in Q2 2026, its #91 holding.
  • Applied Finance Capital Management first reported a position in Vertiv in Q2 2024 and has held it in 3 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.