BRWM
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Blue Rock Wealth Management’s Vertiv VRT Stock Holding History

Blue Rock Wealth 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 		$569K Buy
1,700
+800
+89% +$254K 0.32% 51
2026
Q1 		$226K Buy
+900
New +$200K 0.14% 92

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Blue Rock Wealth Management's VRT Position: Q2 2026 in Review

Blue Rock Wealth Management increased its Vertiv (VRT) stake by 89% in Q2 2026, buying an estimated $254K and bringing the position to 1,700 shares worth $569K. The position accounts for 0.32% of the portfolio, ranked #51.

Blue Rock Wealth Management first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 1,048 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Blue Rock Wealth Management held 1,700 shares of Vertiv worth $569K as of Q2 2026.
  • Blue Rock Wealth Management bought 800 Vertiv shares in Q2 2026, an estimated $254K.
  • Vertiv made up 0.32% of Blue Rock Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Blue Rock Wealth Management first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • 1,048 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.