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Crystal Rock Capital Management’s Vertiv VRT Stock Holding History

Crystal Rock Capital 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 		$13.7M Sell
41,025
-23,900
-37% -$7.58M 7% 3
2026
Q1 		$16.3M Sell
64,925
-13,500
-17% -$3M 9.66% 3
2025
Q4 		$12.7M Sell
78,425
-10,615
-12% -$1.84M 6.71% 3
2025
Q3 		$13.4M Sell
89,040
-4,225
-5% -$564K 7.33% 3
2025
Q2 		$12M Buy
93,265
+3,475
+4% +$338K 6.91% 4
2025
Q1 		$6.48M Sell
89,790
-52,435
-37% -$5.58M 4.43% 8
2024
Q4 		$16.2M Sell
142,225
-6,175
-4% -$733K 9.91% 2
2024
Q3 		$14.8M Sell
148,400
-35,125
-19% -$2.91M 8.7% 2
2024
Q2 		$15.9M Sell
183,525
-42,050
-19% -$3.83M 9.51% 2
2024
Q1 		$18.4M Sell
225,575
-38,150
-14% -$2.4M 10.73% 2
2023
Q4 		$12.7M Sell
263,725
-33,525
-11% -$1.43M 8.36% 2
2023
Q3 		$11.1M Sell
297,250
-87,925
-23% -$2.9M 8.42% 2
2023
Q2 		$9.54M Sell
385,175
-15,700
-4% -$270K 7.06% 3
2023
Q1 		$5.74M Sell
400,875
-96,600
-19% -$1.42M 4.76% 7
2022
Q4 		$6.8M Buy
+497,475
New +$6.63M 5.85% 4
2022
Q3 		– Sell
-521,800
Closed -$4.29M – 27
2022
Q2 		$4.29M Buy
521,800
+102,600
+24% +$1.16M 4.07% 8
2022
Q1 		$5.87M Buy
419,200
+86,200
+26% +$1.53M 3.89% 8
2021
Q4 		$8.31M Hold
333,000
– – 4.48% 6
2021
Q3 		$8.02M Hold
333,000
– – 4.26% 7
2021
Q2 		$9.09M Buy
333,000
+55,000
+20% +$1.31M 4.73% 5
2021
Q1 		$5.56M Buy
278,000
+52,000
+23% +$1.05M 3.02% 14
2020
Q4 		$4.22M Buy
+226,000
New +$4.16M 2.41% 19

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

Crystal Rock Capital Management's VRT Position: Q2 2026 in Review

Crystal Rock Capital Management reduced its Vertiv (VRT) stake by 37% in Q2 2026, selling an estimated $7.58M and leaving 41,025 shares worth $13.7M. The position accounts for 7% of the portfolio, ranked #3.

Crystal Rock Capital Management first reported a position in VRT in Q4 2020 and has held it in 22 quarters since. The position peaked at $18.4M in Q1 2024. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Crystal Rock Capital Management held 41,025 shares of Vertiv worth $13.7M as of Q2 2026.
  • Crystal Rock Capital Management sold 23,900 Vertiv shares in Q2 2026, an estimated $7.58M.
  • Vertiv made up 7% of Crystal Rock Capital Management's portfolio in Q2 2026, its #3 holding.
  • Crystal Rock Capital Management first reported a position in Vertiv in Q4 2020 and has held it in 22 quarters since.
  • Crystal Rock Capital Management's Vertiv position peaked at $18.4M in Q1 2024.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Crystal Rock Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.