Eight 31 Financial’s Vertiv VRT Stock Holding History

Eight 31 Financial’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	-1,127	Closed	-$282K	–	75
2026 Q1	$282K	Buy	+1,127	New	+$250K	0.17%	56

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

Eight 31 Financial's VRT Position: Q2 2026 in Review

Eight 31 Financial sold out of Vertiv (VRT) in Q2 2026, closing a stake of 1,127 shares — an estimated $282K sold.

Eight 31 Financial first reported a position in VRT in Q1 2026 and held it in 1 quarter. The position peaked at $282K in Q1 2026. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Eight 31 Financial reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
Eight 31 Financial sold 1,127 Vertiv shares in Q2 2026, an estimated $282K.
Eight 31 Financial first reported a position in Vertiv in Q1 2026 and held it in 1 quarter.
Eight 31 Financial's Vertiv position peaked at $282K in Q1 2026.
2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Eight 31 Financial's 13F filing for Q2 2026, filed 13 Aug 2026.