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Concurrent Investment Advisors’s Vertiv VRT Stock Holding History

Concurrent Investment Advisors’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 		$15.6M Buy
46,653
+9,644
+26% +$3.06M 0.13% 163
2026
Q1 		$9.27M Buy
37,009
+1,371
+4% +$304K 0.1% 220
2025
Q4 		$5.77M Buy
35,638
+27,109
+318% +$4.71M 0.07% 295
2025
Q3 		$1.29M Buy
8,529
+1,361
+19% +$182K 0.02% 584
2025
Q2 		$920K Buy
7,168
+1,739
+32% +$169K 0.02% 622
2025
Q1 		$392K Buy
+5,429
New +$578K 0.01% 819

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Concurrent Investment Advisors's VRT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vertiv (VRT) stake by 26% in Q2 2026, buying an estimated $3.06M and bringing the position to 46,653 shares worth $15.6M. The position accounts for 0.13% of the portfolio, ranked #163.

Concurrent Investment Advisors first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Concurrent Investment Advisors held 46,653 shares of Vertiv worth $15.6M as of Q2 2026.
  • Concurrent Investment Advisors bought 9,644 Vertiv shares in Q2 2026, an estimated $3.06M.
  • Vertiv made up 0.13% of Concurrent Investment Advisors's portfolio in Q2 2026, its #163 holding.
  • Concurrent Investment Advisors first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.