Bank Julius Baer & Co
VRT icon

Bank Julius Baer & Co’s Vertiv VRT Stock Holding History

Bank Julius Baer & Co’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 		$17.4M Sell
52,540
-13,387
-20% -$4.25M 0.05% 161
2026
Q1 		$15.8M Buy
65,927
+8,566
+15% +$1.9M 0.05% 156
2025
Q4 		$9.38M Buy
57,361
+31,666
+123% +$5.5M 0.03% 187
2025
Q3 		$3.88M Buy
25,695
+23,528
+1,086% +$3.14M 0.01% 267
2025
Q2 		$278K Sell
2,167
-403
-16% -$39.2K ﹤0.01% 425
2025
Q1 		$186K Buy
2,570
+245
+11% +$26.1K ﹤0.01% 429
2024
Q4 		$291K Buy
2,325
+180
+8% +$21.4K ﹤0.01% 396
2024
Q3 		$253K Buy
+2,145
New +$178K ﹤0.01% 380
2024
Q2 		– Sell
-10,700
Closed -$847K – 547
2024
Q1 		$847K Buy
+10,700
New +$672K ﹤0.01% 280
2023
Q2 		– Sell
-183,404
Closed -$2.63M – 608
2023
Q1 		$2.63M Hold
183,404
– – 0.02% 196
2022
Q4 		$2.5M Buy
183,404
+2,893
+2% +$38.6K 0.02% 198
2022
Q3 		$1.75M Sell
180,511
-2,893
-2% -$32.5K 0.01% 200
2022
Q2 		$1.51M Hold
183,404
– – 0.01% 234
2022
Q1 		$2.57M Buy
+183,404
New +$3.26M 0.02% 206

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 $3.38T AUM 44.17% 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

Bank Julius Baer & Co's VRT Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Vertiv (VRT) stake by 20% in Q2 2026, selling an estimated $4.25M and leaving 52,540 shares worth $17.4M. The position accounts for 0.05% of the portfolio, ranked #161.

Bank Julius Baer & Co first reported a position in VRT in Q1 2022 and has held it in 14 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Bank Julius Baer & Co held 52,540 shares of Vertiv worth $17.4M as of Q2 2026.
  • Bank Julius Baer & Co sold 13,387 Vertiv shares in Q2 2026, an estimated $4.25M.
  • Vertiv made up 0.05% of Bank Julius Baer & Co's portfolio in Q2 2026, its #161 holding.
  • Bank Julius Baer & Co first reported a position in Vertiv in Q1 2022 and has held it in 14 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.