Catalyst Capital Advisors’s Vertiv VRT Stock Holding History

Catalyst Capital 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	$1.26M	Sell	3,765 -1,660	-31%	-$526K	0.02%	131
2026 Q1	$1.36M	Hold	5,425	–	–	0.03%	127
2025 Q4	$879K	Sell	5,425 -2,425	-31%	-$421K	0.02%	148
2025 Q3	$1.18M	Sell	7,850 -2,000	-20%	-$267K	0.02%	135
2025 Q2	$1.26M	Hold	9,850	–	–	0.03%	138
2025 Q1	$711K	Sell	9,850 -518	-5%	-$55.1K	0.01%	164
2024 Q4	$1.18M	Sell	10,368 -321	-3%	-$38.1K	0.03%	139
2024 Q3	$1.06M	Buy	+10,689	New	+$886K	0.02%	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

Catalyst Capital Advisors's VRT Position: Q2 2026 in Review

Catalyst Capital Advisors reduced its Vertiv (VRT) stake by 31% in Q2 2026, selling an estimated $526K and leaving 3,765 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #131.

Catalyst Capital Advisors first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q1 2026. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Catalyst Capital Advisors held 3,765 shares of Vertiv worth $1.26M as of Q2 2026.
Catalyst Capital Advisors sold 1,660 Vertiv shares in Q2 2026, an estimated $526K.
Vertiv made up 0.02% of Catalyst Capital Advisors's portfolio in Q2 2026, its #131 holding.
Catalyst Capital Advisors first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
Catalyst Capital Advisors's Vertiv position peaked at $1.36M in Q1 2026.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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