Blue Jean Financial’s Vertiv VRT Stock Holding History

Blue Jean Financial’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	-16,956	Closed	-$4.25M	–	100
2026 Q1	$4.25M	Sell	16,956 -135	-0.8%	-$30K	3.5%	2
2025 Q4	$2.77M	Buy	+17,091	New	+$2.97M	2.25%	9

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blue Jean Financial's VRT Position: Q2 2026 in Review

Blue Jean Financial sold out of Vertiv (VRT) in Q2 2026, closing a stake of 16,956 shares — an estimated $4.25M sold.

Blue Jean Financial first reported a position in VRT in Q4 2025 and held it in 2 quarters. The position peaked at $4.25M in Q1 2026. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Blue Jean Financial reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
Blue Jean Financial sold 16,956 Vertiv shares in Q2 2026, an estimated $4.25M.
Blue Jean Financial first reported a position in Vertiv in Q4 2025 and held it in 2 quarters.
Blue Jean Financial's Vertiv position peaked at $4.25M in Q1 2026.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Blue Jean Financial's 13F filing for Q2 2026, filed 24 Jul 2026.