Cary Street Partners Investment Advisory’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$625K Buy
1,868
+516
+38% +$164K 0.13% 167
2026
Q1
$339K Buy
1,352
+83
+7% +$18.4K 0.09% 251
2025
Q4
$206K Sell
1,269
-546
-30% -$94.8K 0.06% 324
2025
Q3
$274K Sell
1,815
-438
-19% -$58.4K 0.11% 199
2025
Q2
$289K Buy
2,253
+517
+30% +$50.3K 0.14% 164
2025
Q1
$125K Buy
+1,736
New +$185K 0.07% 275

Other funds holding VRT

Cary Street Partners Investment Advisory's VRT Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Vertiv (VRT) stake by 38% in Q2 2026, buying an estimated $164K and bringing the position to 1,868 shares worth $625K. The position accounts for 0.13% of the portfolio, ranked #167.

Cary Street Partners Investment Advisory first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. 1,300 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,868 shares of Vertiv worth $625K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 516 Vertiv shares in Q2 2026, an estimated $164K.
  • Vertiv made up 0.13% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #167 holding.
  • Cary Street Partners Investment Advisory first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • 1,300 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.