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Brookstone Capital Management’s Vertiv VRT Stock Holding History

Brookstone 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 		$6.74M Buy
20,142
+13,417
+200% +$4.26M 0.07% 286
2026
Q1 		$1.69M Buy
6,725
+4,352
+183% +$966K 0.02% 504
2025
Q4 		$385K Buy
2,373
+483
+26% +$83.9K ﹤0.01% 917
2025
Q3 		$285K Buy
+1,890
New +$252K ﹤0.01% 991

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

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

Brookstone Capital Management increased its Vertiv (VRT) stake by 200% in Q2 2026, buying an estimated $4.26M and bringing the position to 20,142 shares worth $6.74M. The position accounts for 0.07% of the portfolio, ranked #286.

Brookstone Capital Management first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Brookstone Capital Management held 20,142 shares of Vertiv worth $6.74M as of Q2 2026.
  • Brookstone Capital Management bought 13,417 Vertiv shares in Q2 2026, an estimated $4.26M.
  • Vertiv made up 0.07% of Brookstone Capital Management's portfolio in Q2 2026, its #286 holding.
  • Brookstone Capital Management first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.