Family Management’s Vertiv VRT Stock Holding History

Family 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	$649K	Sell	1,937 -286	-13%	-$90.7K	0.07%	150
2026 Q1	$557K	Buy	2,223 +317	+17%	+$70.4K	0.07%	150
2025 Q4	$309K	Buy	1,906 +125	+7%	+$21.7K	0.04%	186
2025 Q3	$269K	Buy	+1,781	New	+$238K	0.04%	174

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Family Management's VRT Position: Q2 2026 in Review

Family Management reduced its Vertiv (VRT) stake by 13% in Q2 2026, selling an estimated $90.7K and leaving 1,937 shares worth $649K. The position accounts for 0.07% of the portfolio, ranked #150.

Family Management first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Family Management held 1,937 shares of Vertiv worth $649K as of Q2 2026.
Family Management sold 286 Vertiv shares in Q2 2026, an estimated $90.7K.
Vertiv made up 0.07% of Family Management's portfolio in Q2 2026, its #150 holding.
Family Management first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.