Curi RMB Capital’s Vertiv VRT Stock Holding History

Curi RMB Capital’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	$1.04M	Buy	3,119 +31	+1%	+$9.83K	0.02%	449
2026 Q1	$774K	Buy	3,088 +1,162	+60%	+$258K	0.01%	500
2025 Q4	$312K	Buy	+1,926	New	+$334K	0.01%	741

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

Curi RMB Capital's VRT Position: Q2 2026 in Review

Curi RMB Capital increased its Vertiv (VRT) stake by 1% in Q2 2026, buying an estimated $9.83K and bringing the position to 3,119 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #449.

Curi RMB Capital first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Curi RMB Capital held 3,119 shares of Vertiv worth $1.04M as of Q2 2026.
Curi RMB Capital bought 31 Vertiv shares in Q2 2026, an estimated $9.83K.
Vertiv made up 0.02% of Curi RMB Capital's portfolio in Q2 2026, its #449 holding.
Curi RMB Capital first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.