AWM
VRT icon

Atticus Wealth Management’s Vertiv VRT Stock Holding History

Atticus Wealth 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 		$947K Sell
2,829
-16
-0.6% -$5.07K 0.23% 70
2026
Q1 		$713K Sell
2,845
-84
-3% -$18.6K 0.19% 83
2025
Q4 		$475K Buy
2,929
+105
+4% +$18.2K 0.12% 107
2025
Q3 		$426K Sell
2,824
-17
-0.6% -$2.27K 0.11% 122
2025
Q2 		$365K Buy
2,841
+992
+54% +$96.5K 0.1% 110
2025
Q1 		$133K Buy
1,849
+407
+28% +$43.3K 0.04% 139
2024
Q4 		$164K Buy
1,442
+439
+44% +$52.1K 0.05% 130
2024
Q3 		$99.8K Buy
1,003
+27
+3% +$2.24K 0.03% 170
2024
Q2 		$84.5K Buy
976
+644
+194% +$58.6K 0.03% 181
2024
Q1 		$27.1K Buy
+332
New +$20.9K 0.01% 297

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Atticus Wealth Management's VRT Position: Q2 2026 in Review

Atticus Wealth Management reduced its Vertiv (VRT) stake by 0.56% in Q2 2026, selling an estimated $5.07K and leaving 2,829 shares worth $947K. The position accounts for 0.23% of the portfolio, ranked #70.

Atticus Wealth Management first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 705 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Atticus Wealth Management held 2,829 shares of Vertiv worth $947K as of Q2 2026.
  • Atticus Wealth Management sold 16 Vertiv shares in Q2 2026, an estimated $5.07K.
  • Vertiv made up 0.23% of Atticus Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Atticus Wealth Management first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 705 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.