Colonial River Investments’s Vertiv VRT Stock Holding History

Colonial River Investments’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	$642K	Sell	1,916 -65	-3%	-$20.6K	0.18%	99
2026 Q1	$496K	Sell	1,981 -2,835	-59%	-$629K	0.18%	123
2025 Q4	$780K	Sell	4,816 -3,187	-40%	-$553K	0.28%	76
2025 Q3	$1.21M	Sell	8,003 -3,354	-30%	-$447K	0.45%	54
2025 Q2	$1.37M	Buy	11,357 +1,010	+10%	+$98.2K	0.59%	39
2025 Q1	$747K	Buy	10,347 +2,346	+29%	+$250K	0.41%	56
2024 Q4	$909K	Buy	8,001 +555	+7%	+$65.9K	0.44%	59
2024 Q3	$741K	Buy	+7,446	New	+$617K	0.37%	68

Other funds holding VRT

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Colonial River Investments's VRT Position: Q2 2026 in Review

Colonial River Investments reduced its Vertiv (VRT) stake by 3.3% in Q2 2026, selling an estimated $20.6K and leaving 1,916 shares worth $642K. The position accounts for 0.18% of the portfolio, ranked #99.

Colonial River Investments first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q2 2025. 879 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Colonial River Investments held 1,916 shares of Vertiv worth $642K as of Q2 2026.
Colonial River Investments sold 65 Vertiv shares in Q2 2026, an estimated $20.6K.
Vertiv made up 0.18% of Colonial River Investments's portfolio in Q2 2026, its #99 holding.
Colonial River Investments first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
Colonial River Investments's Vertiv position peaked at $1.37M in Q2 2025.
879 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.