BIM
VRT icon

Baldwin Investment Management’s Vertiv VRT Stock Holding History

Baldwin Investment 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 		$7.98M Sell
23,823
-269
-1% -$85.3K 0.77% 19
2026
Q1 		$6.04M Buy
24,092
+60
+0.2% +$13.3K 0.71% 19
2025
Q4 		$3.89M Sell
24,032
-269
-1% -$46.7K 0.44% 33
2025
Q3 		$3.67M Hold
24,301
– – 0.42% 34
2025
Q2 		$3.12M Sell
24,301
-14,130
-37% -$1.37M 0.38% 36
2025
Q1 		$2.77M Buy
38,431
+5,893
+18% +$627K 0.33% 39
2024
Q4 		$3.7M Buy
32,538
+13,029
+67% +$1.55M 0.48% 30
2024
Q3 		$1.94M Buy
19,509
+9,040
+86% +$749K 0.24% 61
2024
Q2 		$906K Buy
10,469
+600
+6% +$54.6K 0.12% 113
2024
Q1 		$806K Buy
+9,869
New +$620K 0.11% 121

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

Baldwin Investment Management's VRT Position: Q2 2026 in Review

Baldwin Investment Management reduced its Vertiv (VRT) stake by 1.1% in Q2 2026, selling an estimated $85.3K and leaving 23,823 shares worth $7.98M. The position accounts for 0.77% of the portfolio, ranked #19.

Baldwin Investment Management first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,057 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Baldwin Investment Management held 23,823 shares of Vertiv worth $7.98M as of Q2 2026.
  • Baldwin Investment Management sold 269 Vertiv shares in Q2 2026, an estimated $85.3K.
  • Vertiv made up 0.77% of Baldwin Investment Management's portfolio in Q2 2026, its #19 holding.
  • Baldwin Investment Management first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 2,057 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.