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Bellecapital’s Vertiv VRT Stock Holding History

Bellecapital’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
-1,649
Closed -$413K – 152
2026
Q1 		$413K Sell
1,649
-1,407
-46% -$312K 0.07% 82
2025
Q4 		$495K Hold
3,056
– – 0.09% 76
2025
Q3 		$461K Hold
3,056
– – 0.07% 77
2025
Q2 		$392K Buy
+3,056
New +$297K 0.07% 85
2025
Q1 		– Sell
-2,196
Closed -$249K – 161
2024
Q4 		$249K Buy
+2,196
New +$261K 0.04% 123

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

Bellecapital's VRT Position: Q2 2026 in Review

Bellecapital sold out of Vertiv (VRT) in Q2 2026, closing a stake of 1,649 shares — an estimated $413K sold.

Bellecapital first reported a position in VRT in Q4 2024 and held it in 5 quarters. The position peaked at $495K in Q4 2025. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Bellecapital reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
  • Bellecapital sold 1,649 Vertiv shares in Q2 2026, an estimated $413K.
  • Bellecapital first reported a position in Vertiv in Q4 2024 and held it in 5 quarters.
  • Bellecapital's Vertiv position peaked at $495K in Q4 2025.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.