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Essential Partners’s Vertiv VRT Stock Holding History

Essential Partners’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 		$665K Sell
1,986
-5,253
-73% -$1.67M 0.31% 56
2026
Q1 		$1.81M Buy
7,239
+140
+2% +$31.1K 0.61% 30
2025
Q4 		$1.15M Buy
7,099
+377
+6% +$65.5K 0.35% 72
2025
Q3 		$1.01M Buy
6,722
+324
+5% +$43.2K 0.33% 81
2025
Q2 		$822K Buy
+6,398
New +$622K 0.33% 88

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

Essential Partners's VRT Position: Q2 2026 in Review

Essential Partners reduced its Vertiv (VRT) stake by 73% in Q2 2026, selling an estimated $1.67M and leaving 1,986 shares worth $665K. The position accounts for 0.31% of the portfolio, ranked #56.

Essential Partners first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.81M in Q1 2026. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Essential Partners held 1,986 shares of Vertiv worth $665K as of Q2 2026.
  • Essential Partners sold 5,253 Vertiv shares in Q2 2026, an estimated $1.67M.
  • Vertiv made up 0.31% of Essential Partners's portfolio in Q2 2026, its #56 holding.
  • Essential Partners first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Vertiv position peaked at $1.81M in Q1 2026.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.