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Beck Capital Management’s Vertiv VRT Stock Holding History

Beck Capital 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 		$25.5M Sell
76,186
-1,541
-2% -$489K 4.7% 3
2026
Q1 		$19.5M Sell
77,727
-670
-0.9% -$149K 4.46% 2
2025
Q4 		$12.7M Buy
78,397
+1,339
+2% +$232K 3.02% 5
2025
Q3 		$11.6M Buy
77,058
+3,023
+4% +$403K 2.68% 5
2025
Q2 		$9.51M Sell
74,035
-11,157
-13% -$1.08M 2.37% 8
2025
Q1 		$6.15M Sell
85,192
-3,046
-3% -$324K 1.81% 16
2024
Q4 		$10M Buy
88,238
+24
+0% +$2.85K 2.66% 7
2024
Q3 		$8.78M Sell
88,214
-5,258
-6% -$436K 2.34% 7
2024
Q2 		$8.09M Buy
93,472
+17,190
+23% +$1.56M 2.23% 8
2024
Q1 		$6.23M Buy
76,282
+38,624
+103% +$2.43M 1.79% 12
2023
Q4 		$1.81M Buy
+37,658
New +$1.6M 0.62% 62

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

Beck Capital Management's VRT Position: Q2 2026 in Review

Beck Capital Management reduced its Vertiv (VRT) stake by 2% in Q2 2026, selling an estimated $489K and leaving 76,186 shares worth $25.5M. The position accounts for 4.7% of the portfolio, ranked #3.

Beck Capital Management first reported a position in VRT in Q4 2023 and has held it in 11 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Beck Capital Management held 76,186 shares of Vertiv worth $25.5M as of Q2 2026.
  • Beck Capital Management sold 1,541 Vertiv shares in Q2 2026, an estimated $489K.
  • Vertiv made up 4.7% of Beck Capital Management's portfolio in Q2 2026, its #3 holding.
  • Beck Capital Management first reported a position in Vertiv in Q4 2023 and has held it in 11 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Beck Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.