Chesley Taft & Associates’s Vertiv VRT Stock Holding History

Chesley Taft & Associates’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	$2.4M	Sell	7,173 -972	-12%	-$308K	0.09%	150
2026 Q1	$2.04M	Sell	8,145 -1,279	-14%	-$284K	0.09%	155
2025 Q4	$1.53M	Buy	9,424 +255	+3%	+$44.3K	0.06%	181
2025 Q3	$1.38M	Sell	9,169 -93	-1%	-$12.4K	0.06%	181
2025 Q2	$1.19M	Buy	9,262 +485	+6%	+$47.2K	0.05%	191
2025 Q1	$634K	Sell	8,777 -1,668	-16%	-$178K	0.03%	239
2024 Q4	$1.19M	Sell	10,445 -430	-4%	-$51.1K	0.06%	186
2024 Q3	$1.08M	Sell	10,875 -309	-3%	-$25.6K	0.05%	188
2024 Q2	$968K	Sell	11,184 -670	-6%	-$61K	0.05%	191
2024 Q1	$968K	Sell	11,854 -330	-3%	-$20.7K	0.05%	190
2023 Q4	$585K	Buy	12,184 +5,264	+76%	+$224K	0.03%	224
2023 Q3	$257K	Buy	+6,920	New	+$228K	0.02%	274

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Chesley Taft & Associates's VRT Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Vertiv (VRT) stake by 12% in Q2 2026, selling an estimated $308K and leaving 7,173 shares worth $2.4M. The position accounts for 0.09% of the portfolio, ranked #150.

Chesley Taft & Associates first reported a position in VRT in Q3 2023 and has held it in 12 quarters since. 433 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Chesley Taft & Associates held 7,173 shares of Vertiv worth $2.4M as of Q2 2026.
Chesley Taft & Associates sold 972 Vertiv shares in Q2 2026, an estimated $308K.
Vertiv made up 0.09% of Chesley Taft & Associates's portfolio in Q2 2026, its #150 holding.
Chesley Taft & Associates first reported a position in Vertiv in Q3 2023 and has held it in 12 quarters since.
433 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.