Cypress Asset Management’s Vertiv VRT Stock Holding History

Cypress Asset 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	$663K	Buy	1,980 +555	+39%	+$176K	0.13%	84
2026 Q1	$357K	Hold	1,425	–	–	0.08%	93
2025 Q4	$231K	Buy	+1,425	New	+$247K	0.05%	101

Other funds holding VRT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

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

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

Norges Bank Oslo, Norway $1T AUM

Cypress Asset Management's VRT Position: Q2 2026 in Review

Cypress Asset Management increased its Vertiv (VRT) stake by 39% in Q2 2026, buying an estimated $176K and bringing the position to 1,980 shares worth $663K. The position accounts for 0.13% of the portfolio, ranked #84.

Cypress Asset Management first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 1,903 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Cypress Asset Management held 1,980 shares of Vertiv worth $663K as of Q2 2026.
Cypress Asset Management bought 555 Vertiv shares in Q2 2026, an estimated $176K.
Vertiv made up 0.13% of Cypress Asset Management's portfolio in Q2 2026, its #84 holding.
Cypress Asset Management first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
1,903 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Cypress Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.