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Callan Family Office’s Vertiv VRT Stock Holding History

Callan Family Office’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 		$6.13M Buy
18,320
+4,767
+35% +$1.51M 0.12% 169
2026
Q1 		$3.4M Sell
13,553
-421
-3% -$93.5K 0.08% 251
2025
Q4 		$2.26M Buy
13,974
+1,730
+14% +$300K 0.05% 329
2025
Q3 		$1.85M Sell
12,244
-11,485
-48% -$1.53M 0.06% 275
2025
Q2 		$3.05M Buy
23,729
+11,199
+89% +$1.09M 0.1% 219
2025
Q1 		$905K Buy
12,530
+303
+2% +$32.3K 0.07% 232
2024
Q4 		$1.39M Sell
12,227
-2,762
-18% -$328K 0.09% 193
2024
Q3 		$1.49M Buy
14,989
+137
+0.9% +$11.4K 0.25% 47
2024
Q2 		$1.29M Buy
+14,852
New +$1.35M 0.25% 47

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

Callan Family Office's VRT Position: Q2 2026 in Review

Callan Family Office increased its Vertiv (VRT) stake by 35% in Q2 2026, buying an estimated $1.51M and bringing the position to 18,320 shares worth $6.13M. The position accounts for 0.12% of the portfolio, ranked #169.

Callan Family Office first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Callan Family Office held 18,320 shares of Vertiv worth $6.13M as of Q2 2026.
  • Callan Family Office bought 4,767 Vertiv shares in Q2 2026, an estimated $1.51M.
  • Vertiv made up 0.12% of Callan Family Office's portfolio in Q2 2026, its #169 holding.
  • Callan Family Office first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.