Cambridge Investment Research Advisors
VRT icon

Cambridge Investment Research Advisors’s Vertiv VRT Stock Holding History

Cambridge Investment Research Advisors’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 		$42.6M Buy
127,207
+4,434
+4% +$1.41M 0.1% 209
2026
Q1 		$30.8M Buy
122,773
+11,019
+10% +$2.45M 0.08% 253
2025
Q4 		$18.1M Sell
111,754
-10,608
-9% -$1.84M 0.05% 395
2025
Q3 		$18.5M Sell
122,362
-9,093
-7% -$1.21M 0.05% 370
2025
Q2 		$16.9M Buy
131,455
+40,100
+44% +$3.9M 0.05% 365
2025
Q1 		$6.6M Buy
91,355
+26,154
+40% +$2.78M 0.02% 665
2024
Q4 		$7.41M Buy
65,201
+460
+0.7% +$54.6K 0.02% 613
2024
Q3 		$6.44M Buy
64,741
+17,725
+38% +$1.47M 0.02% 678
2024
Q2 		$4.07M Buy
47,016
+25,266
+116% +$2.3M 0.02% 865
2024
Q1 		$1.78M Buy
21,750
+16,971
+355% +$1.07M 0.01% 1344
2023
Q4 		$230K Sell
4,779
-43,320
-90% -$1.84M ﹤0.01% 2806
2023
Q3 		$1.79M Buy
48,099
+2,548
+6% +$84K 0.01% 1207
2023
Q2 		$1.13M Buy
+45,551
New +$782K 0.01% 1524

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

Cambridge Investment Research Advisors's VRT Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Vertiv (VRT) stake by 3.6% in Q2 2026, buying an estimated $1.41M and bringing the position to 127,207 shares worth $42.6M. The position accounts for 0.1% of the portfolio, ranked #209.

Cambridge Investment Research Advisors first reported a position in VRT in Q2 2023 and has held it in 13 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Cambridge Investment Research Advisors held 127,207 shares of Vertiv worth $42.6M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 4,434 Vertiv shares in Q2 2026, an estimated $1.41M.
  • Vertiv made up 0.1% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #209 holding.
  • Cambridge Investment Research Advisors first reported a position in Vertiv in Q2 2023 and has held it in 13 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.