Bank of Marin’s Vertiv VRT Stock Holding History

Bank of Marin’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	-921	Closed	-$231K	–	140
2026 Q1	$231K	Buy	+921	New	+$204K	0.17%	132

Other funds holding VRT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Marin's VRT Position: Q2 2026 in Review

Bank of Marin sold out of Vertiv (VRT) in Q2 2026, closing a stake of 921 shares — an estimated $231K sold.

Bank of Marin first reported a position in VRT in Q1 2026 and held it in 1 quarter. The position peaked at $231K in Q1 2026. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Bank of Marin reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
Bank of Marin sold 921 Vertiv shares in Q2 2026, an estimated $231K.
Bank of Marin first reported a position in Vertiv in Q1 2026 and held it in 1 quarter.
Bank of Marin's Vertiv position peaked at $231K in Q1 2026.
2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Bank of Marin's 13F filing for Q2 2026, filed 13 Aug 2026.