Clal Insurance’s Vertiv VRT Stock Holding History

Clal Insurance’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	$98.8M	Sell	295,000 -49,000	-14%	-$15.5M	0.44%	51
2026 Q1	$86.2M	Sell	344,000 -43,000	-11%	-$9.55M	0.52%	43
2025 Q4	$62.7M	Buy	387,000 +5,000	+1%	+$868K	0.4%	51
2025 Q3	$57.6M	Hold	382,000	–	–	0.44%	53
2025 Q2	$49.1M	Buy	382,000 +55,000	+17%	+$5.35M	0.48%	50
2025 Q1	$23.6M	Buy	+327,000	New	+$34.8M	0.24%	56
2024 Q4	–	Sell	-7,000	Closed	-$696K	–	209
2024 Q3	$696K	Buy	+7,000	New	+$580K	0.01%	103
2022 Q2	–	Sell	-1,407,000	Closed	-$19.7M	–	191
2022 Q1	$19.7M	Hold	1,407,000	–	–	0.21%	82
2021 Q4	$35.1M	Buy	1,407,000 +130,000	+10%	+$3.25M	0.38%	70
2021 Q3	$30.8M	Sell	1,277,000 -760	-0.1%	-$20.2K	0.35%	83
2021 Q2	$34.9M	Sell	1,277,760 -339,240	-21%	-$8.11M	0.4%	80
2021 Q1	$32.3M	Buy	1,617,000 +417,000	+35%	+$8.42M	0.37%	85
2020 Q4	$20.9M	Buy	+1,200,000	New	+$22.1M	0.28%	85

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clal Insurance's VRT Position: Q2 2026 in Review

Clal Insurance reduced its Vertiv (VRT) stake by 14% in Q2 2026, selling an estimated $15.5M and leaving 295,000 shares worth $98.8M. The position accounts for 0.44% of the portfolio, ranked #51.

Clal Insurance first reported a position in VRT in Q4 2020 and has held it in 13 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Clal Insurance held 295,000 shares of Vertiv worth $98.8M as of Q2 2026.
Clal Insurance sold 49,000 Vertiv shares in Q2 2026, an estimated $15.5M.
Vertiv made up 0.44% of Clal Insurance's portfolio in Q2 2026, its #51 holding.
Clal Insurance first reported a position in Vertiv in Q4 2020 and has held it in 13 quarters since.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Clal Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.