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Brasada Capital Management’s Vertiv VRT Stock Holding History

Brasada Capital 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 		$2.47M Buy
+7,365
New +$2.34M 0.44% 65
2021
Q4 		– Sell
-15,500
Closed -$373K – 159
2021
Q3 		$373K Buy
+15,500
New +$412K 0.07% 128

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 $3.38T AUM 44.17% 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

Brasada Capital Management's VRT Position: Q2 2026 in Review

Brasada Capital Management opened a new position in Vertiv (VRT) in Q2 2026: 7,365 shares worth $2.47M. The stake represents 0.44% of the portfolio and ranks #65 among its holdings. This is a return to the name: Brasada Capital Management previously reported a position in VRT as recently as Q3 2021.

Brasada Capital Management first reported a position in VRT in Q3 2021 and has held it in 2 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Brasada Capital Management held 7,365 shares of Vertiv worth $2.47M as of Q2 2026.
  • Vertiv was a new Brasada Capital Management position in Q2 2026.
  • Vertiv made up 0.44% of Brasada Capital Management's portfolio in Q2 2026, its #65 holding.
  • Brasada Capital Management first reported a position in Vertiv in Q3 2021 and has held it in 2 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Brasada Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.