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Ethic Inc’s Vertiv VRT Stock Holding History

Ethic Inc’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 		$19M Buy
56,778
+5,105
+10% +$1.62M 0.24% 67
2026
Q1 		$12.9M Sell
51,673
-104
-0.2% -$23.1K 0.2% 95
2025
Q4 		$8.39M Buy
51,777
+100
+0.2% +$17.4K 0.13% 157
2025
Q3 		$7.8M Buy
51,677
+2,151
+4% +$287K 0.13% 159
2025
Q2 		$6.3M Buy
49,526
+5,990
+14% +$582K 0.11% 188
2025
Q1 		$3.28M Sell
43,536
-314
-0.7% -$33.4K 0.07% 302
2024
Q4 		$4.98M Buy
43,850
+4,427
+11% +$526K 0.1% 209
2024
Q3 		$3.22M Sell
39,423
-315
-0.8% -$26.1K 0.08% 278
2024
Q2 		$3.44M Buy
39,738
+315
+0.8% +$28.7K 0.08% 266
2024
Q1 		$3.22M Buy
39,423
+6,321
+19% +$397K 0.08% 278
2023
Q4 		$1.59M Sell
33,102
-784
-2% -$33.4K 0.05% 414
2023
Q3 		$1.26M Buy
33,886
+1,621
+5% +$53.4K 0.04% 415
2023
Q2 		$799K Sell
32,265
-18,662
-37% -$320K 0.03% 507
2023
Q1 		$729K Buy
50,927
+5,794
+13% +$85.1K 0.03% 541
2022
Q4 		$617K Buy
45,133
+16,443
+57% +$219K 0.03% 506
2022
Q3 		$279K Sell
28,690
-356
-1% -$4K 0.02% 657
2022
Q2 		$239K Buy
29,046
+9,216
+46% +$104K 0.02% 671
2022
Q1 		$278K Buy
+19,830
New +$353K 0.02% 623

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ethic Inc's VRT Position: Q2 2026 in Review

Ethic Inc increased its Vertiv (VRT) stake by 9.9% in Q2 2026, buying an estimated $1.62M and bringing the position to 56,778 shares worth $19M. The position accounts for 0.24% of the portfolio, ranked #67.

Ethic Inc first reported a position in VRT in Q1 2022 and has held it in 18 quarters since. 762 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Ethic Inc held 56,778 shares of Vertiv worth $19M as of Q2 2026.
  • Ethic Inc bought 5,105 Vertiv shares in Q2 2026, an estimated $1.62M.
  • Vertiv made up 0.24% of Ethic Inc's portfolio in Q2 2026, its #67 holding.
  • Ethic Inc first reported a position in Vertiv in Q1 2022 and has held it in 18 quarters since.
  • 762 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.