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Belpointe Asset Management’s Vertiv VRT Stock Holding History

Belpointe Asset 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 		$2.12M Sell
6,317
-429
-6% -$136K 0.07% 260
2026
Q1 		$1.69M Sell
6,746
-2,622
-28% -$582K 0.06% 285
2025
Q4 		$1.52M Sell
9,368
-635
-6% -$110K 0.05% 291
2025
Q3 		$1.51M Sell
10,003
-227
-2% -$30.3K 0.06% 283
2025
Q2 		$1.31M Buy
10,230
+3,834
+60% +$373K 0.05% 282
2025
Q1 		$462K Buy
+6,396
New +$681K 0.02% 588
2024
Q4 		– Sell
-3,917
Closed -$390K – 953
2024
Q3 		$390K Buy
+3,917
New +$325K 0.02% 572

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Belpointe Asset Management's VRT Position: Q2 2026 in Review

Belpointe Asset Management reduced its Vertiv (VRT) stake by 6.4% in Q2 2026, selling an estimated $136K and leaving 6,317 shares worth $2.12M. The position accounts for 0.07% of the portfolio, ranked #260.

Belpointe Asset Management first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. 861 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Belpointe Asset Management held 6,317 shares of Vertiv worth $2.12M as of Q2 2026.
  • Belpointe Asset Management sold 429 Vertiv shares in Q2 2026, an estimated $136K.
  • Vertiv made up 0.07% of Belpointe Asset Management's portfolio in Q2 2026, its #260 holding.
  • Belpointe Asset Management first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
  • 861 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.