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Crescent Grove Advisors’s Vertiv VRT Stock Holding History

Crescent Grove 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 		$380K Sell
1,136
-300
-21% -$95.1K 0.03% 213
2026
Q1 		$360K Sell
1,436
-1,390
-49% -$309K 0.03% 210
2025
Q4 		$458K Buy
2,826
+820
+41% +$142K 0.04% 189
2025
Q3 		$303K Buy
+2,006
New +$268K 0.03% 230

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

Crescent Grove Advisors's VRT Position: Q2 2026 in Review

Crescent Grove Advisors reduced its Vertiv (VRT) stake by 21% in Q2 2026, selling an estimated $95.1K and leaving 1,136 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #213.

Crescent Grove Advisors first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $458K in Q4 2025. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Crescent Grove Advisors held 1,136 shares of Vertiv worth $380K as of Q2 2026.
  • Crescent Grove Advisors sold 300 Vertiv shares in Q2 2026, an estimated $95.1K.
  • Vertiv made up 0.03% of Crescent Grove Advisors's portfolio in Q2 2026, its #213 holding.
  • Crescent Grove Advisors first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • Crescent Grove Advisors's Vertiv position peaked at $458K in Q4 2025.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.