EF
VRT icon

Empowered Funds’s Vertiv VRT Stock Holding History

Empowered Funds’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 		$75.7M Buy
226,136
+20,501
+10% +$6.5M 0.4% 33
2026
Q1 		$51.5M Buy
205,635
+129,661
+171% +$28.8M 0.33% 46
2025
Q4 		$12.3M Buy
75,974
+10,568
+16% +$1.83M 0.21% 98
2025
Q3 		$9.87M Buy
65,406
+14,112
+28% +$1.88M 0.1% 227
2025
Q2 		$6.59M Buy
51,294
+39,737
+344% +$3.86M 0.07% 355
2025
Q1 		$834K Buy
11,557
+2,377
+26% +$253K 0.01% 1058
2024
Q4 		$1.04M Buy
9,180
+3,682
+67% +$437K 0.02% 961
2024
Q3 		$547K Buy
5,498
+335
+6% +$27.8K 0.01% 1070
2024
Q2 		$447K Buy
5,163
+612
+13% +$55.7K 0.01% 1083
2024
Q1 		$372K Buy
+4,551
New +$286K 0.01% 1150

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

Empowered Funds's VRT Position: Q2 2026 in Review

Empowered Funds increased its Vertiv (VRT) stake by 10% in Q2 2026, buying an estimated $6.5M and bringing the position to 226,136 shares worth $75.7M. The position accounts for 0.4% of the portfolio, ranked #33.

Empowered Funds first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Empowered Funds held 226,136 shares of Vertiv worth $75.7M as of Q2 2026.
  • Empowered Funds bought 20,501 Vertiv shares in Q2 2026, an estimated $6.5M.
  • Vertiv made up 0.4% of Empowered Funds's portfolio in Q2 2026, its #33 holding.
  • Empowered Funds first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.