EDRH
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Edmond de Rothschild Holding’s Vertiv VRT Stock Holding History

Edmond de Rothschild Holding’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 		$2.19M Buy
6,550
+1,680
+34% +$533K 0.03% 239
2026
Q1 		$1.22M Sell
4,870
-5,153
-51% -$1.14M 0.02% 269
2025
Q4 		$1.62M Sell
10,023
-3,191
-24% -$554K 0.02% 263
2025
Q3 		$1.99M Sell
13,214
-1,364
-9% -$182K 0.03% 237
2025
Q2 		$1.87M Sell
14,578
-571
-4% -$55.5K 0.03% 241
2025
Q1 		$1.09M Sell
15,149
-8,573
-36% -$913K 0.02% 269
2024
Q4 		$2.7M Buy
23,722
+4
+0% +$475 0.05% 202
2024
Q3 		$2.36M Buy
+23,718
New +$1.97M 0.04% 210

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 $3.38T AUM 44.17% 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

Edmond de Rothschild Holding's VRT Position: Q2 2026 in Review

Edmond de Rothschild Holding increased its Vertiv (VRT) stake by 34% in Q2 2026, buying an estimated $533K and bringing the position to 6,550 shares worth $2.19M. The position accounts for 0.03% of the portfolio, ranked #239.

Edmond de Rothschild Holding first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.7M in Q4 2024. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Edmond de Rothschild Holding held 6,550 shares of Vertiv worth $2.19M as of Q2 2026.
  • Edmond de Rothschild Holding bought 1,680 Vertiv shares in Q2 2026, an estimated $533K.
  • Vertiv made up 0.03% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #239 holding.
  • Edmond de Rothschild Holding first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • Edmond de Rothschild Holding's Vertiv position peaked at $2.7M in Q4 2024.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.