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Barnes Dennig Private Wealth Management’s Vertiv VRT Stock Holding History

Barnes Dennig Private Wealth 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 		$26.1K Buy
78
+75
+2,500% +$23.8K 0.02% 196
2026
Q1 		$752 Sell
3
-773
-100% -$172K ﹤0.01% 305
2025
Q4 		$126K Buy
+776
New +$135K 0.13% 100

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Barnes Dennig Private Wealth Management's VRT Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its Vertiv (VRT) stake by 2,500% in Q2 2026, buying an estimated $23.8K and bringing the position to 78 shares worth $26.1K. The position accounts for 0.02% of the portfolio, ranked #196.

Barnes Dennig Private Wealth Management first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $126K in Q4 2025. 1,208 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 78 shares of Vertiv worth $26.1K as of Q2 2026.
  • Barnes Dennig Private Wealth Management bought 75 Vertiv shares in Q2 2026, an estimated $23.8K.
  • Vertiv made up 0.02% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
  • Barnes Dennig Private Wealth Management's Vertiv position peaked at $126K in Q4 2025.
  • 1,208 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.