Bouvel Investment Partners’s Vertiv VRT Stock Holding History

Bouvel Investment Partners’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	$4.38M	Sell	13,088 -4,591	-26%	-$1.46M	0.99%	42
2026 Q1	$4.43M	Buy	17,679 +581	+3%	+$129K	1.29%	33
2025 Q4	$2.77M	Sell	17,098 -78	-0.5%	-$13.5K	0.8%	46
2025 Q3	$2.59M	Buy	17,176 +357	+2%	+$47.6K	0.79%	50
2025 Q2	$2.16M	Buy	16,819 +5,839	+53%	+$568K	0.73%	48
2025 Q1	$1.09M	Sell	10,980 -117	-1%	-$12.5K	0.41%	61
2024 Q4	$1.26M	Buy	11,097 +117	+1%	+$13.9K	0.45%	59
2024 Q3	$1.09M	Sell	10,980 -133	-1%	-$11K	0.41%	61
2024 Q2	$962K	Buy	+11,113	New	+$1.01M	0.37%	64

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

Bouvel Investment Partners's VRT Position: Q2 2026 in Review

Bouvel Investment Partners reduced its Vertiv (VRT) stake by 26% in Q2 2026, selling an estimated $1.46M and leaving 13,088 shares worth $4.38M. The position accounts for 0.99% of the portfolio, ranked #42.

Bouvel Investment Partners first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.43M in Q1 2026. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Bouvel Investment Partners held 13,088 shares of Vertiv worth $4.38M as of Q2 2026.
Bouvel Investment Partners sold 4,591 Vertiv shares in Q2 2026, an estimated $1.46M.
Vertiv made up 0.99% of Bouvel Investment Partners's portfolio in Q2 2026, its #42 holding.
Bouvel Investment Partners first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
Bouvel Investment Partners's Vertiv position peaked at $4.43M in Q1 2026.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.