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Certuity’s Vertiv VRT Stock Holding History

Certuity’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 		$1.4M Sell
4,171
-331
-7% -$105K 0.07% 142
2026
Q1 		$1.13M Buy
4,502
+2,207
+96% +$490K 0.07% 150
2025
Q4 		$372K Sell
2,295
-264
-10% -$45.8K 0.02% 349
2025
Q3 		$386K Buy
2,559
+268
+12% +$35.7K 0.03% 321
2025
Q2 		$294K Buy
+2,291
New +$223K 0.03% 302
2025
Q1 		– Sell
-2,128
Closed -$242K – 430
2024
Q4 		$242K Sell
2,128
-478
-18% -$56.8K 0.03% 310
2024
Q3 		$259K Buy
+2,606
New +$216K 0.03% 292

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

Certuity's VRT Position: Q2 2026 in Review

Certuity reduced its Vertiv (VRT) stake by 7.4% in Q2 2026, selling an estimated $105K and leaving 4,171 shares worth $1.4M. The position accounts for 0.07% of the portfolio, ranked #142.

Certuity first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Certuity held 4,171 shares of Vertiv worth $1.4M as of Q2 2026.
  • Certuity sold 331 Vertiv shares in Q2 2026, an estimated $105K.
  • Vertiv made up 0.07% of Certuity's portfolio in Q2 2026, its #142 holding.
  • Certuity first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.