Cerity Partners
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Cerity Partners’s Vertiv VRT Stock Holding History

Cerity Partners’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 		$54.8M Sell
163,653
-3,829
-2% -$1.21M 0.07% 242
2026
Q1 		$42M Buy
167,482
+36,722
+28% +$8.15M 0.06% 274
2025
Q4 		$21.2M Buy
130,760
+21,791
+20% +$3.78M 0.03% 403
2025
Q3 		$16.4M Buy
108,969
+20,410
+23% +$2.72M 0.03% 423
2025
Q2 		$11.4M Buy
88,559
+19,889
+29% +$1.93M 0.02% 492
2025
Q1 		$4.96M Buy
68,670
+20,048
+41% +$2.13M 0.01% 738
2024
Q4 		$5.44M Buy
48,622
+3,893
+9% +$462K 0.01% 677
2024
Q3 		$4.45M Buy
44,729
+9,086
+25% +$753K 0.01% 739
2024
Q2 		$3.09M Buy
35,643
+6,110
+21% +$556K 0.01% 750
2024
Q1 		$2.41M Buy
29,533
+18,621
+171% +$1.17M 0.01% 893
2023
Q4 		$524K Buy
+10,912
New +$465K ﹤0.01% 1251
2022
Q4 		– Sell
-143,854
Closed -$1.4M – 1530
2022
Q3 		$1.4M Sell
143,854
-6,196
-4% -$69.6K 0.02% 438
2022
Q2 		$1.23M Sell
150,050
-207,854
-58% -$2.35M 0.01% 508
2022
Q1 		$5.01M Sell
357,904
-4,301
-1% -$76.5K 0.08% 193
2021
Q4 		$9.04M Buy
362,205
+18,585
+5% +$465K 0.14% 137
2021
Q3 		$8.28M Buy
343,620
+8,055
+2% +$214K 0.18% 116
2021
Q2 		$9.16M Sell
335,565
-10,680
-3% -$255K 0.2% 102
2021
Q1 		$6.92M Buy
+346,245
New +$6.99M 0.16% 126

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cerity Partners's VRT Position: Q2 2026 in Review

Cerity Partners reduced its Vertiv (VRT) stake by 2.3% in Q2 2026, selling an estimated $1.21M and leaving 163,653 shares worth $54.8M. The position accounts for 0.07% of the portfolio, ranked #242.

Cerity Partners first reported a position in VRT in Q1 2021 and has held it in 18 quarters since. 1,886 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Cerity Partners held 163,653 shares of Vertiv worth $54.8M as of Q2 2026.
  • Cerity Partners sold 3,829 Vertiv shares in Q2 2026, an estimated $1.21M.
  • Vertiv made up 0.07% of Cerity Partners's portfolio in Q2 2026, its #242 holding.
  • Cerity Partners first reported a position in Vertiv in Q1 2021 and has held it in 18 quarters since.
  • 1,886 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.