CSM Advisors’s Vertiv VRT Stock Holding History

CSM 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	$5.08M	Buy	15,174 +1,937	+15%	+$614K	0.11%	223
2026 Q1	$3.32M	Buy	13,237 +7,146	+117%	+$1.59M	0.08%	271
2025 Q4	$982K	Buy	6,091 +1,095	+22%	+$190K	0.03%	327
2025 Q3	$757K	Buy	+4,996	New	+$666K	0.02%	349

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CSM Advisors's VRT Position: Q2 2026 in Review

CSM Advisors increased its Vertiv (VRT) stake by 15% in Q2 2026, buying an estimated $614K and bringing the position to 15,174 shares worth $5.08M. The position accounts for 0.11% of the portfolio, ranked #223.

CSM Advisors first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

CSM Advisors held 15,174 shares of Vertiv worth $5.08M as of Q2 2026.
CSM Advisors bought 1,937 Vertiv shares in Q2 2026, an estimated $614K.
Vertiv made up 0.11% of CSM Advisors's portfolio in Q2 2026, its #223 holding.
CSM Advisors first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.