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Edgemoor Investment Advisors’s Vertiv VRT Stock Holding History

Edgemoor Investment 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 		$15.4M Sell
46,011
-138
-0.3% -$43.8K 1.05% 26
2026
Q1 		$11.6M Buy
46,149
+1,402
+3% +$311K 0.91% 32
2025
Q4 		$7.25M Buy
44,747
+3,196
+8% +$555K 0.56% 40
2025
Q3 		$6.27M Buy
41,551
+2,212
+6% +$295K 0.48% 47
2025
Q2 		$5.05M Buy
39,339
+127
+0.3% +$12.3K 0.44% 49
2025
Q1 		$2.83M Buy
39,212
+5,371
+16% +$572K 0.26% 61
2024
Q4 		$3.84M Buy
33,841
+4,359
+15% +$518K 0.34% 56
2024
Q3 		$2.93M Buy
+29,482
New +$2.44M 0.26% 61

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

Edgemoor Investment Advisors's VRT Position: Q2 2026 in Review

Edgemoor Investment Advisors reduced its Vertiv (VRT) stake by 0.3% in Q2 2026, selling an estimated $43.8K and leaving 46,011 shares worth $15.4M. The position accounts for 1.05% of the portfolio, ranked #26.

Edgemoor Investment Advisors first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. 2,057 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Edgemoor Investment Advisors held 46,011 shares of Vertiv worth $15.4M as of Q2 2026.
  • Edgemoor Investment Advisors sold 138 Vertiv shares in Q2 2026, an estimated $43.8K.
  • Vertiv made up 1.05% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • Edgemoor Investment Advisors first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • 2,057 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.