First Manhattan’s Vertiv VRT Stock Holding History

First Manhattan's VRT Position: Q2 2026 in Review

First Manhattan reduced its Vertiv (VRT) stake by 30% in Q2 2026, selling an estimated $52.9M and leaving 385,343 shares worth $129M. The position accounts for 0.33% of the portfolio, ranked #48.

First Manhattan first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. The position peaked at $138M in Q1 2026. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

• First Manhattan held 385,343 shares of Vertiv worth $129M as of Q2 2026.
• First Manhattan sold 166,750 Vertiv shares in Q2 2026, an estimated $52.9M.
• Vertiv made up 0.33% of First Manhattan's portfolio in Q2 2026, its #48 holding.
• First Manhattan first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
• First Manhattan's Vertiv position peaked at $138M in Q1 2026.
• 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.