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Frank Rimerman Advisors’s Vertiv VRT Stock Holding History

Frank Rimerman Advisors’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 		$1.5M Buy
4,491
+73
+2% +$23.2K 0.09% 180
2026
Q1 		$1.11M Buy
4,418
+737
+20% +$164K 0.07% 221
2025
Q4 		$596K Buy
3,681
+1,455
+65% +$253K 0.04% 337
2025
Q3 		$336K Sell
2,226
-100
-4% -$13.3K 0.02% 460
2025
Q2 		$299K Buy
+2,326
New +$226K 0.02% 454
2025
Q1 		– Sell
-3,351
Closed -$381K – 555
2024
Q4 		$381K Buy
3,351
+41
+1% +$4.87K 0.03% 363
2024
Q3 		$329K Buy
3,310
+49
+2% +$4.06K 0.02% 401
2024
Q2 		$282K Buy
+3,261
New +$297K 0.02% 456

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

Frank Rimerman Advisors's VRT Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Vertiv (VRT) stake by 1.7% in Q2 2026, buying an estimated $23.2K and bringing the position to 4,491 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #180.

Frank Rimerman Advisors first reported a position in VRT in Q2 2024 and has held it in 8 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Frank Rimerman Advisors held 4,491 shares of Vertiv worth $1.5M as of Q2 2026.
  • Frank Rimerman Advisors bought 73 Vertiv shares in Q2 2026, an estimated $23.2K.
  • Vertiv made up 0.09% of Frank Rimerman Advisors's portfolio in Q2 2026, its #180 holding.
  • Frank Rimerman Advisors first reported a position in Vertiv in Q2 2024 and has held it in 8 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.