Envestnet Asset Management
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Envestnet Asset Management’s Vertiv VRT Stock Holding History

Envestnet Asset 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 		$295M Buy
880,700
+56,757
+7% +$18M 0.07% 259
2026
Q1 		$206M Buy
823,943
+364,429
+79% +$80.9M 0.06% 325
2025
Q4 		$74.4M Buy
459,514
+64,306
+16% +$11.2M 0.02% 584
2025
Q3 		$59.6M Sell
395,208
-50,317
-11% -$6.71M 0.02% 694
2025
Q2 		$57.2M Sell
445,525
-35,114
-7% -$3.41M 0.02% 698
2025
Q1 		$34.7M Buy
480,639
+15,104
+3% +$1.61M 0.01% 877
2024
Q4 		$52.9M Buy
465,535
+32,086
+7% +$3.81M 0.02% 689
2024
Q3 		$43.1M Buy
433,449
+80,901
+23% +$6.71M 0.01% 795
2024
Q2 		$30.5M Buy
352,548
+38,822
+12% +$3.53M 0.01% 892
2024
Q1 		$25.6M Sell
313,726
-89,091
-22% -$5.6M 0.01% 972
2023
Q4 		$19.3M Buy
402,817
+164,650
+69% +$7.01M 0.01% 1054
2023
Q3 		$8.86M Sell
238,167
-8,797
-4% -$290K ﹤0.01% 1451
2023
Q2 		$6.12M Sell
246,964
-12,820
-5% -$220K ﹤0.01% 1597
2023
Q1 		$3.72M Buy
259,784
+4,128
+2% +$60.6K ﹤0.01% 1811
2022
Q4 		$3.49M Buy
255,656
+2,973
+1% +$39.6K ﹤0.01% 1806
2022
Q3 		$2.46M Buy
252,683
+24,425
+11% +$274K ﹤0.01% 1959
2022
Q2 		$1.88M Sell
228,258
-901
-0.4% -$10.2K ﹤0.01% 2143
2022
Q1 		$3.21M Sell
229,159
-98,706
-30% -$1.75M ﹤0.01% 1901
2021
Q4 		$8.19M Buy
327,865
+48,566
+17% +$1.22M ﹤0.01% 1297
2021
Q3 		$6.73M Buy
279,299
+25,304
+10% +$673K ﹤0.01% 1356
2021
Q2 		$6.93M Buy
253,995
+80,918
+47% +$1.93M ﹤0.01% 1330
2021
Q1 		$3.46M Buy
173,077
+90,775
+110% +$1.83M ﹤0.01% 1626
2020
Q4 		$1.54M Buy
82,302
+9,012
+12% +$166K ﹤0.01% 1929
2020
Q3 		$1.27M Buy
73,290
+56,587
+339% +$886K ﹤0.01% 1874
2020
Q2 		$226K Buy
+16,703
New +$195K ﹤0.01% 2827

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

Envestnet Asset Management's VRT Position: Q2 2026 in Review

Envestnet Asset Management increased its Vertiv (VRT) stake by 6.9% in Q2 2026, buying an estimated $18M and bringing the position to 880,700 shares worth $295M. The position accounts for 0.07% of the portfolio, ranked #259.

Envestnet Asset Management first reported a position in VRT in Q2 2020 and has held it in 25 quarters since. 2,055 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Envestnet Asset Management held 880,700 shares of Vertiv worth $295M as of Q2 2026.
  • Envestnet Asset Management bought 56,757 Vertiv shares in Q2 2026, an estimated $18M.
  • Vertiv made up 0.07% of Envestnet Asset Management's portfolio in Q2 2026, its #259 holding.
  • Envestnet Asset Management first reported a position in Vertiv in Q2 2020 and has held it in 25 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.