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Freestone Grove Partners’s Vertiv VRT Stock Holding History

Freestone Grove Partners’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 		$14M Buy
+41,852
New +$13.3M 0.09% 251
2026
Q1 		– Sell
-336,051
Closed -$54.4M – 1187
2025
Q4 		$54.4M Buy
+336,051
New +$58.3M 0.39% 65
2025
Q3 		– Sell
-131,696
Closed -$16.9M – 911
2025
Q2 		$16.9M Buy
+131,696
New +$12.8M 0.13% 222

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 Grove Partners's VRT Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Vertiv (VRT) in Q2 2026: 41,852 shares worth $14M. The stake represents 0.09% of the portfolio and ranks #251 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in VRT as recently as Q4 2025.

Freestone Grove Partners first reported a position in VRT in Q2 2025 and has held it in 3 quarters since. The position peaked at $54.4M in Q4 2025. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Freestone Grove Partners held 41,852 shares of Vertiv worth $14M as of Q2 2026.
  • Vertiv was a new Freestone Grove Partners position in Q2 2026.
  • Vertiv made up 0.09% of Freestone Grove Partners's portfolio in Q2 2026, its #251 holding.
  • Freestone Grove Partners first reported a position in Vertiv in Q2 2025 and has held it in 3 quarters since.
  • Freestone Grove Partners's Vertiv position peaked at $54.4M in Q4 2025.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.