Carnegie Lake Advisors’s Vertiv VRT Stock Holding History

Carnegie Lake 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	$251K	Buy	+750	New	+$238K	0.09%	145

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carnegie Lake Advisors's VRT Position: Q2 2026 in Review

Carnegie Lake Advisors opened a new position in Vertiv (VRT) in Q2 2026: 750 shares worth $251K. The stake represents 0.09% of the portfolio and ranks #145 among its holdings.

2,041 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Carnegie Lake Advisors held 750 shares of Vertiv worth $251K as of Q2 2026.
Vertiv was a new Carnegie Lake Advisors position in Q2 2026.
Vertiv made up 0.09% of Carnegie Lake Advisors's portfolio in Q2 2026, its #145 holding.
2,041 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.