EWM
VRT icon

Empirical Wealth Management’s Vertiv VRT Stock Holding History

Empirical Wealth 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 		$822K Buy
2,456
+623
+34% +$198K 0.01% 465
2026
Q1 		$459K Buy
1,833
+130
+8% +$28.9K 0.01% 599
2025
Q4 		$276K Buy
1,703
+70
+4% +$12.2K ﹤0.01% 721
2025
Q3 		$246K Buy
+1,633
New +$218K ﹤0.01% 686
2025
Q1 		– Sell
-2,654
Closed -$302K – 718
2024
Q4 		$302K Buy
+2,654
New +$315K 0.01% 500

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Empirical Wealth Management's VRT Position: Q2 2026 in Review

Empirical Wealth Management increased its Vertiv (VRT) stake by 34% in Q2 2026, buying an estimated $198K and bringing the position to 2,456 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #465.

Empirical Wealth Management first reported a position in VRT in Q4 2024 and has held it in 5 quarters since. 771 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Empirical Wealth Management held 2,456 shares of Vertiv worth $822K as of Q2 2026.
  • Empirical Wealth Management bought 623 Vertiv shares in Q2 2026, an estimated $198K.
  • Vertiv made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #465 holding.
  • Empirical Wealth Management first reported a position in Vertiv in Q4 2024 and has held it in 5 quarters since.
  • 771 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.