Custom Index Systems’s Vertiv VRT Stock Holding History

Custom Index Systems’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	$1.66M	Sell	4,955 -250	-5%	-$79.3K	0.6%	35
2026 Q1	$1.3M	Sell	5,205 -54	-1%	-$12K	0.57%	41
2025 Q4	$852K	Sell	5,259 -357	-6%	-$62K	0.38%	75
2025 Q3	$847K	Sell	5,616 -4,443	-44%	-$593K	0.25%	110
2025 Q2	$1.29M	Buy	10,059 +1,242	+14%	+$121K	0.62%	35
2025 Q1	$637K	Buy	+8,817	New	+$938K	0.32%	87

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

Custom Index Systems's VRT Position: Q2 2026 in Review

Custom Index Systems reduced its Vertiv (VRT) stake by 4.8% in Q2 2026, selling an estimated $79.3K and leaving 4,955 shares worth $1.66M. The position accounts for 0.6% of the portfolio, ranked #35.

Custom Index Systems first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Custom Index Systems held 4,955 shares of Vertiv worth $1.66M as of Q2 2026.
Custom Index Systems sold 250 Vertiv shares in Q2 2026, an estimated $79.3K.
Vertiv made up 0.6% of Custom Index Systems's portfolio in Q2 2026, its #35 holding.
Custom Index Systems first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.