CI
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CX Institutional’s Vertiv VRT Stock Holding History

CX Institutional’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 		$21K Buy
62
+11
+22% +$3.49K ﹤0.01% 1173
2026
Q1 		$13K Sell
51
-10
-16% -$2.22K ﹤0.01% 1236
2025
Q4 		$10K Sell
61
-4
-6% -$694 ﹤0.01% 1197
2025
Q3 		$10K Buy
65
+14
+27% +$1.87K ﹤0.01% 1198
2025
Q2 		$7K Hold
51
– – ﹤0.01% 1086
2025
Q1 		$4K Buy
+51
New +$5.43K ﹤0.01% 1096

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

CX Institutional's VRT Position: Q2 2026 in Review

CX Institutional increased its Vertiv (VRT) stake by 22% in Q2 2026, buying an estimated $3.49K and bringing the position to 62 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

CX Institutional 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.

  • CX Institutional held 62 shares of Vertiv worth $21K as of Q2 2026.
  • CX Institutional bought 11 Vertiv shares in Q2 2026, an estimated $3.49K.
  • Vertiv made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1173 holding.
  • CX Institutional 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 CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.