Congress Asset Management’s Vertiv VRT Stock Holding History

Congress Asset 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	$1.67M	Sell	5,000 -2,800	-36%	-$888K	0.01%	291
2026 Q1	$1.95M	Hold	7,800	–	–	0.01%	305
2025 Q4	$1.26M	Hold	7,800	–	–	0.01%	301
2025 Q3	$1.18M	Sell	7,800 -874	-10%	-$117K	0.01%	308
2025 Q2	$1.11M	Sell	8,674 -48	-0.6%	-$4.67K	0.01%	313
2025 Q1	$630K	Sell	8,722 -278	-3%	-$29.6K	﹤0.01%	323
2024 Q4	$1.02M	Hold	9,000	–	–	0.01%	314
2024 Q3	$895K	Hold	9,000	–	–	0.01%	306
2024 Q2	$779K	Hold	9,000	–	–	0.01%	308
2024 Q1	$735K	Hold	9,000	–	–	0.01%	310
2023 Q4	$432K	Hold	9,000	–	–	﹤0.01%	345
2023 Q3	$335K	Buy	+9,000	New	+$297K	﹤0.01%	353

Other funds holding VRT

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Congress Asset Management's VRT Position: Q2 2026 in Review

Congress Asset Management reduced its Vertiv (VRT) stake by 36% in Q2 2026, selling an estimated $888K and leaving 5,000 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #291.

Congress Asset Management first reported a position in VRT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.95M in Q1 2026. 559 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Congress Asset Management held 5,000 shares of Vertiv worth $1.67M as of Q2 2026.
Congress Asset Management sold 2,800 Vertiv shares in Q2 2026, an estimated $888K.
Vertiv made up 0.01% of Congress Asset Management's portfolio in Q2 2026, its #291 holding.
Congress Asset Management first reported a position in Vertiv in Q3 2023 and has held it in 12 quarters since.
Congress Asset Management's Vertiv position peaked at $1.95M in Q1 2026.
559 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.