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BOK Financial’s Vertiv VRT Stock Holding History

BOK 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 		$10.8M Buy
32,364
+5,076
+19% +$1.61M 0.15% 131
2026
Q1 		$6.84M Sell
27,288
-860
-3% -$191K 0.1% 163
2025
Q4 		$4.56M Sell
28,148
-16,087
-36% -$2.79M 0.07% 210
2025
Q3 		$6.67M Buy
44,235
+13,661
+45% +$1.82M 0.1% 172
2025
Q2 		$3.93M Sell
30,574
-13,343
-30% -$1.3M 0.06% 232
2025
Q1 		$3.17M Buy
43,917
+6,279
+17% +$668K 0.06% 260
2024
Q4 		$4.85M Sell
37,638
-4,949
-12% -$588K 0.08% 203
2024
Q3 		$4.37M Buy
42,587
+33,752
+382% +$2.8M 0.08% 219
2024
Q2 		$765K Sell
8,835
-70,541
-89% -$6.42M 0.01% 510
2024
Q1 		$6.38M Buy
79,376
+79,372
+1,984,300% +$4.99M 0.12% 180
2023
Q4 		$192 Sell
4
-23
-85% -$979 ﹤0.01% 1240
2023
Q3 		$1.06K Buy
+27
New +$890 ﹤0.01% 1081
2022
Q4 		– Sell
-14,150
Closed -$137K – 946
2022
Q3 		$137K Buy
14,150
+3,300
+30% +$37.1K ﹤0.01% 861
2022
Q2 		$89K Sell
10,850
-108
-1% -$1.22K ﹤0.01% 892
2022
Q1 		$154K Buy
10,958
+1,314
+14% +$23.4K ﹤0.01% 947
2021
Q4 		$241K Sell
9,644
-113
-1% -$2.83K ﹤0.01% 891
2021
Q3 		$235K Buy
+9,757
New +$259K ﹤0.01% 879
2021
Q1 		$1.65M Buy
+82,508
New +$1.67M 0.03% 426

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

BOK Financial's VRT Position: Q2 2026 in Review

BOK Financial increased its Vertiv (VRT) stake by 19% in Q2 2026, buying an estimated $1.61M and bringing the position to 32,364 shares worth $10.8M. The position accounts for 0.15% of the portfolio, ranked #131.

BOK Financial first reported a position in VRT in Q1 2021 and has held it in 18 quarters since. 2,055 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • BOK Financial held 32,364 shares of Vertiv worth $10.8M as of Q2 2026.
  • BOK Financial bought 5,076 Vertiv shares in Q2 2026, an estimated $1.61M.
  • Vertiv made up 0.15% of BOK Financial's portfolio in Q2 2026, its #131 holding.
  • BOK Financial first reported a position in Vertiv in Q1 2021 and has held it in 18 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.