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Badgley Phelps Wealth Managers’s Vertiv VRT Stock Holding History

Badgley Phelps Wealth Managers’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 		$29.4M Buy
87,856
+6,096
+7% +$1.93M 0.52% 53
2026
Q1 		$20.5M Buy
81,760
+4,610
+6% +$1.02M 0.41% 66
2025
Q4 		$12.5M Buy
77,150
+2,394
+3% +$416K 0.23% 103
2025
Q3 		$11.3M Buy
74,756
+5,243
+8% +$699K 0.24% 99
2025
Q2 		$8.93M Buy
69,513
+8,313
+14% +$808K 0.2% 110
2025
Q1 		$4.42M Buy
61,200
+3,485
+6% +$371K 0.11% 127
2024
Q4 		$6.56M Buy
57,715
+3,493
+6% +$415K 0.15% 116
2024
Q3 		$5.39M Buy
54,222
+4,318
+9% +$358K 0.13% 120
2024
Q2 		$4.32M Buy
+49,904
New +$4.54M 0.11% 119

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

Badgley Phelps Wealth Managers's VRT Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Vertiv (VRT) stake by 7.5% in Q2 2026, buying an estimated $1.93M and bringing the position to 87,856 shares worth $29.4M. The position accounts for 0.52% of the portfolio, ranked #53.

Badgley Phelps Wealth Managers first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Badgley Phelps Wealth Managers held 87,856 shares of Vertiv worth $29.4M as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 6,096 Vertiv shares in Q2 2026, an estimated $1.93M.
  • Vertiv made up 0.52% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #53 holding.
  • Badgley Phelps Wealth Managers first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.