Baird Financial Group
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Baird Financial Group’s Vertiv VRT Stock Holding History

Baird Financial Group’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 		$50.8M Sell
151,844
-34,408
-18% -$10.9M 0.07% 179
2026
Q1 		$46.7M Sell
186,252
-72,538
-28% -$16.1M 0.07% 180
2025
Q4 		$41.9M Sell
258,790
-42,249
-14% -$7.34M 0.07% 197
2025
Q3 		$45.4M Sell
301,039
-17,622
-6% -$2.35M 0.07% 194
2025
Q2 		$40.9M Buy
318,661
+22,864
+8% +$2.22M 0.07% 224
2025
Q1 		$21.4M Sell
295,797
-184,522
-38% -$19.6M 0.04% 336
2024
Q4 		$54.6M Sell
480,319
-183,290
-28% -$21.8M 0.1% 178
2024
Q3 		$66M Buy
663,609
+234,959
+55% +$19.5M 0.13% 159
2024
Q2 		$37.1M Buy
428,650
+394,130
+1,142% +$35.9M 0.08% 236
2024
Q1 		$2.82M Buy
34,520
+5,083
+17% +$319K 0.01% 844
2023
Q4 		$1.41M Buy
29,437
+17,001
+137% +$724K ﹤0.01% 1033
2023
Q3 		$463K Buy
+12,436
New +$410K ﹤0.01% 1361

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

Baird Financial Group's VRT Position: Q2 2026 in Review

Baird Financial Group reduced its Vertiv (VRT) stake by 18% in Q2 2026, selling an estimated $10.9M and leaving 151,844 shares worth $50.8M. The position accounts for 0.07% of the portfolio, ranked #179.

Baird Financial Group first reported a position in VRT in Q3 2023 and has held it in 12 quarters since. The position peaked at $66M in Q3 2024. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Baird Financial Group held 151,844 shares of Vertiv worth $50.8M as of Q2 2026.
  • Baird Financial Group sold 34,408 Vertiv shares in Q2 2026, an estimated $10.9M.
  • Vertiv made up 0.07% of Baird Financial Group's portfolio in Q2 2026, its #179 holding.
  • Baird Financial Group first reported a position in Vertiv in Q3 2023 and has held it in 12 quarters since.
  • Baird Financial Group's Vertiv position peaked at $66M in Q3 2024.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.