CPIG
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Chicago Partners Investment Group’s Vertiv VRT Stock Holding History

Chicago Partners Investment Group’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 		$3.06M Buy
10,058
+1,409
+16% +$447K 0.06% 265
2026
Q1 		$2.64M Buy
8,649
+2,627
+44% +$583K 0.06% 268
2025
Q4 		$1.1M Sell
6,022
-381
-6% -$66.1K 0.03% 438
2025
Q3 		$1.22M Buy
6,403
+1,415
+28% +$189K 0.03% 378
2025
Q2 		$649K Buy
4,988
+806
+19% +$78.4K 0.02% 500
2025
Q1 		$399K Sell
4,182
-255
-6% -$27.1K 0.01% 592
2024
Q4 		$574K Buy
4,437
+800
+22% +$95K 0.02% 465
2024
Q3 		$394K Buy
+3,637
New +$301K 0.01% 547

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

Chicago Partners Investment Group's VRT Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Vertiv (VRT) stake by 16% in Q2 2026, buying an estimated $447K and bringing the position to 10,058 shares worth $3.06M. The position accounts for 0.06% of the portfolio, ranked #265.

Chicago Partners Investment Group first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Chicago Partners Investment Group held 10,058 shares of Vertiv worth $3.06M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,409 Vertiv shares in Q2 2026, an estimated $447K.
  • Vertiv made up 0.06% of Chicago Partners Investment Group's portfolio in Q2 2026, its #265 holding.
  • Chicago Partners Investment Group first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.