Chase Investment Counsel’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
$17.4M Sell
52,108
-1,802
-3% -$572K 3.68% 3
2026
Q1
$13.5M Sell
53,910
-9,677
-15% -$2.15M 3.55% 3
2025
Q4
$10.3M Buy
63,587
+2,292
+4% +$398K 2.88% 5
2025
Q3
$9.25M Sell
61,295
-1,120
-2% -$149K 2.74% 6
2025
Q2
$8.01M Buy
62,415
+8,175
+15% +$795K 2.56% 8
2025
Q1
$3.92M Sell
54,240
-9,842
-15% -$1.05M 1.43% 27
2024
Q4
$7.28M Buy
64,082
+1,793
+3% +$213K 2.34% 7
2024
Q3
$6.2M Sell
62,289
-16,864
-21% -$1.4M 2.06% 11
2024
Q2
$6.85M Buy
79,153
+2,011
+3% +$183K 2.43% 7
2024
Q1
$6.3M Buy
77,142
+216
+0.3% +$13.6K 2.35% 6
2023
Q4
$3.69M Sell
76,926
-1,567
-2% -$66.7K 1.63% 18
2023
Q3
$2.92M Buy
78,493
+1,287
+2% +$42.4K 1.46% 25
2023
Q2
$1.91M Buy
+77,206
New +$1.33M 0.96% 47

Other funds holding VRT

Chase Investment Counsel's VRT Position: Q2 2026 in Review

Chase Investment Counsel reduced its Vertiv (VRT) stake by 3.3% in Q2 2026, selling an estimated $572K and leaving 52,108 shares worth $17.4M. The position accounts for 3.68% of the portfolio, ranked #3.

Chase Investment Counsel first reported a position in VRT in Q2 2023 and has held it in 13 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Chase Investment Counsel held 52,108 shares of Vertiv worth $17.4M as of Q2 2026.
  • Chase Investment Counsel sold 1,802 Vertiv shares in Q2 2026, an estimated $572K.
  • Vertiv made up 3.68% of Chase Investment Counsel's portfolio in Q2 2026, its #3 holding.
  • Chase Investment Counsel first reported a position in Vertiv in Q2 2023 and has held it in 13 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.