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Cardinal Point Capital Management’s Vertiv VRT Stock Holding History

Cardinal Point 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 		$492K Buy
1,468
+608
+71% +$193K 0.03% 188
2026
Q1 		$215K Buy
+860
New +$191K 0.01% 276

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

Cardinal Point Capital Management's VRT Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Vertiv (VRT) stake by 71% in Q2 2026, buying an estimated $193K and bringing the position to 1,468 shares worth $492K. The position accounts for 0.03% of the portfolio, ranked #188.

Cardinal Point Capital Management first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Cardinal Point Capital Management held 1,468 shares of Vertiv worth $492K as of Q2 2026.
  • Cardinal Point Capital Management bought 608 Vertiv shares in Q2 2026, an estimated $193K.
  • Vertiv made up 0.03% of Cardinal Point Capital Management's portfolio in Q2 2026, its #188 holding.
  • Cardinal Point Capital Management first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.