Coastal Bridge Advisors’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.51M Sell
13,460
-2,647
-16% -$840K 0.28% 76
2026
Q1
$4.04M Buy
16,107
+56
+0.3% +$12.4K 0.29% 79
2025
Q4
$2.6M Sell
16,051
-378
-2% -$65.6K 0.19% 125
2025
Q3
$2.48M Buy
16,429
+1,180
+8% +$157K 0.19% 124
2025
Q2
$1.96M Buy
+15,249
New +$1.48M 0.16% 139

Other funds holding VRT

Coastal Bridge Advisors's VRT Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Vertiv (VRT) stake by 16% in Q2 2026, selling an estimated $840K and leaving 13,460 shares worth $4.51M. The position accounts for 0.28% of the portfolio, ranked #76.

Coastal Bridge Advisors first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Coastal Bridge Advisors held 13,460 shares of Vertiv worth $4.51M as of Q2 2026.
  • Coastal Bridge Advisors sold 2,647 Vertiv shares in Q2 2026, an estimated $840K.
  • Vertiv made up 0.28% of Coastal Bridge Advisors's portfolio in Q2 2026, its #76 holding.
  • Coastal Bridge Advisors first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.