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Cromwell Holdings’s Vertiv VRT Stock Holding History

Cromwell Holdings’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
Q3 		$130K Sell
539
-335
-38% -$91.3K 0.06% 288
2026
Q2 		$293K Buy
874
+350
+67% +$111K 0.13% 137
2026
Q1 		$131K Buy
524
+466
+803% +$103K 0.07% 271
2025
Q4 		$9.4K Hold
58
– – 0.01% 593
2025
Q3 		$8.75K Hold
58
– – ﹤0.01% 617
2025
Q2 		$7.45K Buy
58
+42
+263% +$4.08K ﹤0.01% 607
2025
Q1 		$1.16K Buy
+16
New +$1.7K ﹤0.01% 642

Other funds holding VRT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cromwell Holdings's VRT Position: Q3 2026 in Review

Cromwell Holdings reduced its Vertiv (VRT) stake by 38% in Q3 2026, selling an estimated $91.3K and leaving 539 shares worth $130K. The position accounts for 0.06% of the portfolio, ranked #288.

Cromwell Holdings first reported a position in VRT in Q1 2025 and has held it in 7 quarters since. The position peaked at $293K in Q2 2026. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Cromwell Holdings held 539 shares of Vertiv worth $130K as of Q3 2026.
  • Cromwell Holdings sold 335 Vertiv shares in Q3 2026, an estimated $91.3K.
  • Vertiv made up 0.06% of Cromwell Holdings's portfolio in Q3 2026, its #288 holding.
  • Cromwell Holdings first reported a position in Vertiv in Q1 2025 and has held it in 7 quarters since.
  • Cromwell Holdings's Vertiv position peaked at $293K in Q2 2026.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Cromwell Holdings's 13F filing for Q3 2026, filed 28 Oct 2026.