Barrow, Hanley, Mewhinney & Strauss
VRT icon

Barrow, Hanley, Mewhinney & Strauss’s Vertiv VRT Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
-911,930
Closed -$229M – 432
2026
Q1 		$229M Sell
911,930
-444,280
-33% -$98.6M 0.75% 49
2025
Q4 		$220M Sell
1,356,210
-2,247,767
-62% -$390M 0.73% 55
2025
Q3 		$544M Sell
3,603,977
-2,108,284
-37% -$281M 1.73% 17
2025
Q2 		$734M Buy
5,712,261
+277,520
+5% +$27M 2.47% 4
2025
Q1 		$392M Buy
+5,434,741
New +$578M 1.42% 28
2024
Q4 		– Sell
-6,891,883
Closed -$686M – 351
2024
Q3 		$686M Buy
6,891,883
+970,648
+16% +$80.5M 2.24% 6
2024
Q2 		$513M Sell
5,921,235
-7,454,157
-56% -$679M 1.75% 16
2024
Q1 		$1.09B Sell
13,375,392
-9,496,387
-42% -$597M 3.68% 1
2023
Q4 		$1.1B Sell
22,871,779
-3,181,260
-12% -$135M 3.86% 1
2023
Q3 		$969M Sell
26,053,039
-5,147,556
-16% -$170M 3.7% 1
2023
Q2 		$773M Sell
31,200,595
-937,191
-3% -$16.1M 2.88% 2
2023
Q1 		$460M Sell
32,137,786
-782,920
-2% -$11.5M 1.78% 18
2022
Q4 		$450M Sell
32,920,706
-1,553,471
-5% -$20.7M 1.69% 19
2022
Q3 		$335M Buy
34,474,177
+1,598,083
+5% +$18M 1.37% 31
2022
Q2 		$270M Buy
32,876,094
+1,054,457
+3% +$11.9M 1.02% 40
2022
Q1 		$446M Buy
31,821,637
+21,502,590
+208% +$382M 1.45% 29
2021
Q4 		$258M Buy
10,319,047
+5,597,221
+119% +$140M 0.81% 47
2021
Q3 		$114M Sell
4,721,826
-3,743,548
-44% -$99.5M 0.38% 66
2021
Q2 		$231M Buy
+8,465,374
New +$202M 0.74% 45

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

Barrow, Hanley, Mewhinney & Strauss's VRT Position: Q2 2026 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Vertiv (VRT) in Q2 2026, closing a stake of 911,930 shares — an estimated $229M sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in VRT in Q2 2021 and held it in 19 quarters. The position peaked at $1.1B in Q4 2023. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 911,930 Vertiv shares in Q2 2026, an estimated $229M.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Vertiv in Q2 2021 and held it in 19 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Vertiv position peaked at $1.1B in Q4 2023.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2026, filed 12 Aug 2026.