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Cascades Capital Asset Management’s Vertiv VRT Stock Holding History

Cascades Capital Asset 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 		$270K Buy
805
+200
+33% +$63.4K 0.1% 112
2026
Q1 		$152K Buy
+605
New +$134K 0.06% 139

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

Cascades Capital Asset Management's VRT Position: Q2 2026 in Review

Cascades Capital Asset Management increased its Vertiv (VRT) stake by 33% in Q2 2026, buying an estimated $63.4K and bringing the position to 805 shares worth $270K. The position accounts for 0.1% of the portfolio, ranked #112.

Cascades Capital Asset Management first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Cascades Capital Asset Management held 805 shares of Vertiv worth $270K as of Q2 2026.
  • Cascades Capital Asset Management bought 200 Vertiv shares in Q2 2026, an estimated $63.4K.
  • Vertiv made up 0.1% of Cascades Capital Asset Management's portfolio in Q2 2026, its #112 holding.
  • Cascades Capital Asset Management first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.