Clarity Financial’s Vertiv VRT Stock Holding History

Clarity Financial’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	$24.3M	Buy	+72,715	New	+$23.1M	2.07%	16

Other funds holding VRT

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Clarity Financial's VRT Position: Q2 2026 in Review

Clarity Financial opened a new position in Vertiv (VRT) in Q2 2026: 72,715 shares worth $24.3M. The stake represents 2.07% of the portfolio and ranks #16 among its holdings.

1,123 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Clarity Financial held 72,715 shares of Vertiv worth $24.3M as of Q2 2026.
Vertiv was a new Clarity Financial position in Q2 2026.
Vertiv made up 2.07% of Clarity Financial's portfolio in Q2 2026, its #16 holding.
1,123 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.