EdgeRock Capital’s Vertiv VRT Stock Holding History

EdgeRock 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	$1.44M	Sell	4,312 -1,451	-25%	-$460K	0.33%	38
2026 Q1	$1.45M	Sell	5,763 -2,279	-28%	-$506K	0.39%	33
2025 Q4	$1.3M	Sell	8,042 -737	-8%	-$128K	0.35%	34
2025 Q3	$1.32M	Sell	8,779 -1,230	-12%	-$164K	0.37%	31
2025 Q2	$1.29M	Buy	10,009 +229	+2%	+$22.3K	0.41%	32
2025 Q1	$706K	Buy	9,780 +1,548	+19%	+$165K	0.5%	30
2024 Q4	$935K	Buy	8,232 +694	+9%	+$82.4K	0.61%	24
2024 Q3	$750K	Buy	7,538 +984	+15%	+$81.6K	0.53%	28
2024 Q2	$567K	Hold	6,554	–	–	0.44%	28
2024 Q1	$535K	Buy	6,554 +2,793	+74%	+$175K	0.43%	32
2023 Q4	$231K	Buy	+3,761	New	+$160K	0.17%	54

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

EdgeRock Capital's VRT Position: Q2 2026 in Review

EdgeRock Capital reduced its Vertiv (VRT) stake by 25% in Q2 2026, selling an estimated $460K and leaving 4,312 shares worth $1.44M. The position accounts for 0.33% of the portfolio, ranked #38.

EdgeRock Capital first reported a position in VRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.45M in Q1 2026. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

EdgeRock Capital held 4,312 shares of Vertiv worth $1.44M as of Q2 2026.
EdgeRock Capital sold 1,451 Vertiv shares in Q2 2026, an estimated $460K.
Vertiv made up 0.33% of EdgeRock Capital's portfolio in Q2 2026, its #38 holding.
EdgeRock Capital first reported a position in Vertiv in Q4 2023 and has held it in 11 quarters since.
EdgeRock Capital's Vertiv position peaked at $1.45M in Q1 2026.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.