Atwood & Palmer’s Vertiv VRT Stock Holding History

Atwood & Palmer’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	–	Sell	-6	Closed	-$1.5K	–	551
2026 Q1	$1.5K	Buy	+6	New	+$1.33K	﹤0.01%	452

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atwood & Palmer's VRT Position: Q2 2026 in Review

Atwood & Palmer sold out of Vertiv (VRT) in Q2 2026, closing a stake of 6 shares — an estimated $1.5K sold.

Atwood & Palmer first reported a position in VRT in Q1 2026 and held it in 1 quarter. The position peaked at $1.5K in Q1 2026. 1,208 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Atwood & Palmer reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
Atwood & Palmer sold 6 Vertiv shares in Q2 2026, an estimated $1.5K.
Atwood & Palmer first reported a position in Vertiv in Q1 2026 and held it in 1 quarter.
Atwood & Palmer's Vertiv position peaked at $1.5K in Q1 2026.
1,208 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.