BOCHK Asset Management’s Vertiv VRT Stock Holding History

BOCHK 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	$221K	Buy	660 +510	+340%	+$162K	0.03%	95
2026 Q1	$37.6K	Buy	+150	New	+$33.3K	0.01%	104
2025 Q3	–	Sell	-3,000	Closed	-$385K	–	100
2025 Q2	$385K	Buy	3,000 +1,900	+173%	+$185K	0.11%	31
2025 Q1	$79.4K	Sell	1,100 -78,350	-99%	-$8.34M	0.04%	45
2024 Q4	$9.03M	Sell	79,450 -4,450	-5%	-$528K	2.76%	18
2024 Q3	$8.35M	Sell	83,900 -159,600	-66%	-$13.2M	2.49%	15
2024 Q2	$21.1M	Sell	243,500 -16,200	-6%	-$1.47M	6.89%	2
2024 Q1	$21.2M	Buy	259,700 +226,300	+678%	+$14.2M	7.41%	2
2023 Q4	$1.6M	Buy	+33,400	New	+$1.42M	0.99%	32

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

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

BOCHK Asset Management increased its Vertiv (VRT) stake by 340% in Q2 2026, buying an estimated $162K and bringing the position to 660 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #95.

BOCHK Asset Management first reported a position in VRT in Q4 2023 and has held it in 9 quarters since. The position peaked at $21.2M in Q1 2024. 2,041 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

BOCHK Asset Management held 660 shares of Vertiv worth $221K as of Q2 2026.
BOCHK Asset Management bought 510 Vertiv shares in Q2 2026, an estimated $162K.
Vertiv made up 0.03% of BOCHK Asset Management's portfolio in Q2 2026, its #95 holding.
BOCHK Asset Management first reported a position in Vertiv in Q4 2023 and has held it in 9 quarters since.
BOCHK Asset Management's Vertiv position peaked at $21.2M in Q1 2024.
2,041 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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