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Convergence Investment Partners’s Vertiv VRT Stock Holding History

Convergence Investment Partners’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 		$4.61M Buy
+13,763
New +$4.36M 0.44% 83
2025
Q1 		– Sell
-14,630
Closed -$1.66M – 310
2024
Q4 		$1.66M Buy
14,630
+7,480
+105% +$888K 0.37% 93
2024
Q3 		$711K Sell
7,150
-3,367
-32% -$279K 0.19% 154
2024
Q2 		$910K Buy
10,517
+5,473
+109% +$498K 0.27% 120
2024
Q1 		$412K Sell
5,044
-2,857
-36% -$180K 0.16% 151
2023
Q4 		$379K Buy
7,901
+2,130
+37% +$90.7K 0.2% 111
2023
Q3 		$215K Buy
+5,771
New +$190K 0.13% 144

Other funds holding VRT

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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 $3.37T AUM 44.26% 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

Convergence Investment Partners's VRT Position: Q2 2026 in Review

Convergence Investment Partners opened a new position in Vertiv (VRT) in Q2 2026: 13,763 shares worth $4.61M. The stake represents 0.44% of the portfolio and ranks #83 among its holdings. This is a return to the name: Convergence Investment Partners previously reported a position in VRT as recently as Q4 2024.

Convergence Investment Partners first reported a position in VRT in Q3 2023 and has held it in 7 quarters since. 2,057 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Convergence Investment Partners held 13,763 shares of Vertiv worth $4.61M as of Q2 2026.
  • Vertiv was a new Convergence Investment Partners position in Q2 2026.
  • Vertiv made up 0.44% of Convergence Investment Partners's portfolio in Q2 2026, its #83 holding.
  • Convergence Investment Partners first reported a position in Vertiv in Q3 2023 and has held it in 7 quarters since.
  • 2,057 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.