Bank of Montreal
VRT icon

Bank of Montreal’s Vertiv VRT Stock Holding History

Bank of Montreal’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 		$196M Buy
584,347
+86,527
+17% +$27.4M 0.06% 242
2026
Q1 		$125M Buy
497,820
+139,784
+39% +$31M 0.05% 316
2025
Q4 		$58M Buy
358,036
+53,071
+17% +$9.21M 0.02% 508
2025
Q3 		$46M Buy
304,965
+86,614
+40% +$11.6M 0.02% 519
2025
Q2 		$28M Sell
218,351
-40,961
-16% -$3.98M 0.01% 616
2025
Q1 		$18.7M Sell
259,312
-8,317
-3% -$885K 0.01% 724
2024
Q4 		$30.4M Buy
267,629
+63,348
+31% +$7.52M 0.01% 601
2024
Q3 		$20.1M Buy
204,281
+47,750
+31% +$3.96M 0.01% 779
2024
Q2 		$14.4M Buy
156,531
+45,525
+41% +$4.14M ﹤0.01% 880
2024
Q1 		$9.09M Buy
111,006
+69,791
+169% +$4.39M ﹤0.01% 1012
2023
Q4 		$2.03M Buy
41,215
+1,991
+5% +$84.8K ﹤0.01% 1681
2023
Q3 		$1.5M Buy
39,224
+29,754
+314% +$981K ﹤0.01% 1844
2023
Q2 		$235K Sell
9,470
-56,600
-86% -$972K ﹤0.01% 3120
2023
Q1 		$1.04M Sell
66,070
-227,121
-77% -$3.33M ﹤0.01% 2016
2022
Q4 		$4.36M Sell
293,191
-434,481
-60% -$5.79M ﹤0.01% 1368
2022
Q3 		$9.38M Buy
+727,672
New +$8.18M ﹤0.01% 1021
2022
Q2 		– Sell
-461,842
Closed -$6.33M – 4483
2022
Q1 		$6.33M Buy
461,842
+377,884
+450% +$6.72M ﹤0.01% 1368
2021
Q4 		$2.11M Buy
+83,958
New +$2.1M ﹤0.01% 1567
2021
Q2 		– Sell
-546
Closed -$12K – 4929
2021
Q1 		$12K Buy
546
+303
+125% +$6.12K ﹤0.01% 4295
2020
Q4 		$5K Hold
243
– – ﹤0.01% 4769
2020
Q3 		$5K Buy
243
+29
+14% +$454 ﹤0.01% 4453
2020
Q2 		$3K Sell
214
-1,871
-90% -$21.8K ﹤0.01% 4497
2020
Q1 		$17K Buy
+2,085
New +$23K ﹤0.01% 3316

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 of Montreal's VRT Position: Q2 2026 in Review

Bank of Montreal increased its Vertiv (VRT) stake by 17% in Q2 2026, buying an estimated $27.4M and bringing the position to 584,347 shares worth $196M. The position accounts for 0.06% of the portfolio, ranked #242.

Bank of Montreal first reported a position in VRT in Q1 2020 and has held it in 23 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Bank of Montreal held 584,347 shares of Vertiv worth $196M as of Q2 2026.
  • Bank of Montreal bought 86,527 Vertiv shares in Q2 2026, an estimated $27.4M.
  • Vertiv made up 0.06% of Bank of Montreal's portfolio in Q2 2026, its #242 holding.
  • Bank of Montreal first reported a position in Vertiv in Q1 2020 and has held it in 23 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.