BIM
VRT icon

Barton Investment Management’s Vertiv VRT Stock Holding History

Barton Investment 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 		$663K Sell
1,980
-105
-5% -$33.3K 0.09% 37
2026
Q1 		$522K Sell
2,085
-125
-6% -$27.7K 0.07% 42
2025
Q4 		$358K Sell
2,210
-75
-3% -$13K 0.04% 44
2025
Q3 		$345K Sell
2,285
-15
-0.7% -$2K 0.04% 44
2025
Q2 		$295K Buy
+2,300
New +$224K 0.03% 43
2025
Q1 		– Sell
-2,300
Closed -$261K – 49
2024
Q4 		$261K Sell
2,300
-100
-4% -$11.9K 0.03% 41
2024
Q3 		$239K Buy
+2,400
New +$199K 0.03% 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

Barton Investment Management's VRT Position: Q2 2026 in Review

Barton Investment Management reduced its Vertiv (VRT) stake by 5% in Q2 2026, selling an estimated $33.3K and leaving 1,980 shares worth $663K. The position accounts for 0.09% of the portfolio, ranked #37.

Barton Investment Management first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Barton Investment Management held 1,980 shares of Vertiv worth $663K as of Q2 2026.
  • Barton Investment Management sold 105 Vertiv shares in Q2 2026, an estimated $33.3K.
  • Vertiv made up 0.09% of Barton Investment Management's portfolio in Q2 2026, its #37 holding.
  • Barton Investment Management first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Barton Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.