FCH
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Freestone Capital Holdings’s Vertiv VRT Stock Holding History

Freestone Capital Holdings’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 		$253K Buy
+754
New +$239K 0.01% 522
2025
Q1 		– Sell
-1,911
Closed -$217K – 476
2024
Q4 		$217K Buy
+1,911
New +$227K 0.01% 413

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

Freestone Capital Holdings's VRT Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in Vertiv (VRT) in Q2 2026: 754 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #522 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in VRT as recently as Q4 2024.

Freestone Capital Holdings first reported a position in VRT in Q4 2024 and has held it in 2 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Freestone Capital Holdings held 754 shares of Vertiv worth $253K as of Q2 2026.
  • Vertiv was a new Freestone Capital Holdings position in Q2 2026.
  • Vertiv made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #522 holding.
  • Freestone Capital Holdings first reported a position in Vertiv in Q4 2024 and has held it in 2 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.