BFIM
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Beese Fulmer Investment Management’s Vertiv VRT Stock Holding History

Beese Fulmer 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 		$827K Sell
2,471
-255
-9% -$80.9K 0.05% 173
2026
Q1 		$683K Buy
+2,726
New +$605K 0.04% 180

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

Beese Fulmer Investment Management's VRT Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Vertiv (VRT) stake by 9.4% in Q2 2026, selling an estimated $80.9K and leaving 2,471 shares worth $827K. The position accounts for 0.05% of the portfolio, ranked #173.

Beese Fulmer Investment Management first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Beese Fulmer Investment Management held 2,471 shares of Vertiv worth $827K as of Q2 2026.
  • Beese Fulmer Investment Management sold 255 Vertiv shares in Q2 2026, an estimated $80.9K.
  • Vertiv made up 0.05% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #173 holding.
  • Beese Fulmer Investment Management first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.