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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
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 $6.73T 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

Cromwell Holdings's VRT Position: Q2 2026 in Review

Cromwell Holdings increased its Vertiv (VRT) stake by 67% in Q2 2026, buying an estimated $111K and bringing the position to 874 shares worth $293K. The position accounts for 0.13% of the portfolio, ranked #137.

Cromwell Holdings first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Cromwell Holdings held 874 shares of Vertiv worth $293K as of Q2 2026.
  • Cromwell Holdings bought 350 Vertiv shares in Q2 2026, an estimated $111K.
  • Vertiv made up 0.13% of Cromwell Holdings's portfolio in Q2 2026, its #137 holding.
  • Cromwell Holdings first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.