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Atlas Capital Advisors’s Vertiv VRT Stock Holding History

Atlas 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 		$141K Buy
421
+171
+68% +$54.2K 0.02% 542
2026
Q1 		$62.6K Buy
+250
New +$55.5K 0.01% 608
2025
Q1 		– Sell
-1,874
Closed -$213K – 1017
2024
Q4 		$213K Hold
1,874
– – 0.03% 377
2024
Q3 		$186K Sell
1,874
-300
-14% -$24.9K 0.03% 382
2024
Q2 		$188K Sell
2,174
-400
-16% -$36.4K 0.02% 394
2024
Q1 		$210K Hold
2,574
– – 0.03% 361
2023
Q4 		$124K Hold
2,574
– – 0.02% 461
2023
Q3 		$95.8K Buy
+2,574
New +$84.9K 0.02% 461

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

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

Atlas Capital Advisors increased its Vertiv (VRT) stake by 68% in Q2 2026, buying an estimated $54.2K and bringing the position to 421 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #542.

Atlas Capital Advisors first reported a position in VRT in Q3 2023 and has held it in 8 quarters since. The position peaked at $213K in Q4 2024. 2,058 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Atlas Capital Advisors held 421 shares of Vertiv worth $141K as of Q2 2026.
  • Atlas Capital Advisors bought 171 Vertiv shares in Q2 2026, an estimated $54.2K.
  • Vertiv made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #542 holding.
  • Atlas Capital Advisors first reported a position in Vertiv in Q3 2023 and has held it in 8 quarters since.
  • Atlas Capital Advisors's Vertiv position peaked at $213K in Q4 2024.
  • 2,058 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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