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Brookwood Investment Group’s Vertiv VRT Stock Holding History

Brookwood Investment Group’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 		$638K Buy
1,906
+473
+33% +$150K 0.07% 262
2026
Q1 		$359K Sell
1,433
-2,473
-63% -$549K 0.04% 347
2025
Q4 		$633K Buy
3,906
+709
+22% +$123K 0.08% 241
2025
Q3 		$482K Sell
3,197
-217
-6% -$28.9K 0.06% 272
2025
Q2 		$438K Buy
3,414
+14
+0.4% +$1.36K 0.07% 263
2025
Q1 		$245K Buy
+3,400
New +$362K 0.04% 355

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

Brookwood Investment Group's VRT Position: Q2 2026 in Review

Brookwood Investment Group increased its Vertiv (VRT) stake by 33% in Q2 2026, buying an estimated $150K and bringing the position to 1,906 shares worth $638K. The position accounts for 0.07% of the portfolio, ranked #262.

Brookwood Investment Group first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Brookwood Investment Group held 1,906 shares of Vertiv worth $638K as of Q2 2026.
  • Brookwood Investment Group bought 473 Vertiv shares in Q2 2026, an estimated $150K.
  • Vertiv made up 0.07% of Brookwood Investment Group's portfolio in Q2 2026, its #262 holding.
  • Brookwood Investment Group first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.