Clear Creek Financial Management’s Vertiv VRT Stock Holding History

Clear Creek Financial Management’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	$1.36M	Buy	4,058 +711	+21%	+$225K	0.09%	232
2026 Q1	$839K	Sell	3,347 -358	-10%	-$79.5K	0.06%	283
2025 Q4	$600K	Buy	3,705 +1,068	+41%	+$185K	0.05%	330
2025 Q3	$398K	Buy	+2,637	New	+$352K	0.03%	410
2022 Q2	–	Sell	-10,000	Closed	-$140K	–	378
2022 Q1	$140K	Buy	+10,000	New	+$178K	0.02%	328

Other funds holding VRT

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Clear Creek Financial Management's VRT Position: Q2 2026 in Review

Clear Creek Financial Management increased its Vertiv (VRT) stake by 21% in Q2 2026, buying an estimated $225K and bringing the position to 4,058 shares worth $1.36M. The position accounts for 0.09% of the portfolio, ranked #232.

Clear Creek Financial Management first reported a position in VRT in Q1 2022 and has held it in 5 quarters since. 1,300 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Clear Creek Financial Management held 4,058 shares of Vertiv worth $1.36M as of Q2 2026.
Clear Creek Financial Management bought 711 Vertiv shares in Q2 2026, an estimated $225K.
Vertiv made up 0.09% of Clear Creek Financial Management's portfolio in Q2 2026, its #232 holding.
Clear Creek Financial Management first reported a position in Vertiv in Q1 2022 and has held it in 5 quarters since.
1,300 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.