EFM
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Eley Financial Management’s Vertiv VRT Stock Holding History

Eley Financial Management’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 		$2.96M Sell
8,850
-10,823
-55% -$3.43M 0.96% 33
2026
Q1 		$4.93M Sell
19,673
-250
-1% -$55.5K 1.78% 24
2025
Q4 		$3.23M Sell
19,923
-1,039
-5% -$180K 1.16% 30
2025
Q3 		$3.16M Buy
20,962
+15
+0.1% +$2K 1.14% 30
2025
Q2 		$2.69M Sell
20,947
-2,887
-12% -$281K 1.03% 31
2025
Q1 		$1.79M Buy
23,834
+2,918
+14% +$311K 0.72% 40
2024
Q4 		$2.38M Buy
20,916
+473
+2% +$56.2K 0.93% 34
2024
Q3 		$2.03M Buy
+20,443
New +$1.69M 0.82% 37

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

Eley Financial Management's VRT Position: Q2 2026 in Review

Eley Financial Management reduced its Vertiv (VRT) stake by 55% in Q2 2026, selling an estimated $3.43M and leaving 8,850 shares worth $2.96M. The position accounts for 0.96% of the portfolio, ranked #33.

Eley Financial Management first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.93M in Q1 2026. 2,058 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Eley Financial Management held 8,850 shares of Vertiv worth $2.96M as of Q2 2026.
  • Eley Financial Management sold 10,823 Vertiv shares in Q2 2026, an estimated $3.43M.
  • Vertiv made up 0.96% of Eley Financial Management's portfolio in Q2 2026, its #33 holding.
  • Eley Financial Management first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • Eley Financial Management's Vertiv position peaked at $4.93M in Q1 2026.
  • 2,058 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.