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Edgestream Partners’s Vertiv VRT Stock Holding History

Edgestream Partners’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 		– Sell
-4,308
Closed -$1.08M – 1154
2026
Q1 		$1.08M Buy
+4,308
New +$956K 0.04% 617
2025
Q4 		– Sell
-5,875
Closed -$886K – 1155
2025
Q3 		$886K Sell
5,875
-858
-13% -$114K 0.03% 650
2025
Q2 		$865K Sell
6,733
-7,117
-51% -$692K 0.02% 665
2025
Q1 		$1,000K Buy
+13,850
New +$1.47M 0.03% 608
2024
Q4 		– Sell
-27,827
Closed -$2.77M – 1106
2024
Q3 		$2.77M Sell
27,827
-13,464
-33% -$1.12M 0.12% 305
2024
Q2 		$3.57M Buy
+41,291
New +$3.76M 0.17% 201
2024
Q1 		– Sell
-28,458
Closed -$1.37M – 1035
2023
Q4 		$1.37M Buy
+28,458
New +$1.21M 0.1% 342

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

Edgestream Partners's VRT Position: Q2 2026 in Review

Edgestream Partners sold out of Vertiv (VRT) in Q2 2026, closing a stake of 4,308 shares — an estimated $1.08M sold.

Edgestream Partners first reported a position in VRT in Q4 2023 and held it in 7 quarters. The position peaked at $3.57M in Q2 2024. 2,051 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Edgestream Partners reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 4,308 Vertiv shares in Q2 2026, an estimated $1.08M.
  • Edgestream Partners first reported a position in Vertiv in Q4 2023 and held it in 7 quarters.
  • Edgestream Partners's Vertiv position peaked at $3.57M in Q2 2024.
  • 2,051 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.