Gladstone Institutional Advisory’s Vertiv VRT Stock Holding History

Gladstone Institutional Advisory’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	$809K	Buy	2,417 +468	+24%	+$148K	0.03%	465
2026 Q1	$488K	Sell	1,949 -30	-2%	-$6.66K	0.02%	542
2025 Q4	$321K	Sell	1,979 -4,483	-69%	-$778K	0.01%	616
2025 Q3	$975K	Buy	6,462 +1,262	+24%	+$168K	0.04%	370
2025 Q2	$668K	Buy	5,200 +655	+14%	+$63.7K	0.03%	426
2025 Q1	$328K	Sell	4,545 -290	-6%	-$30.9K	0.02%	564
2024 Q4	$549K	Sell	4,835 -1,720	-26%	-$204K	0.03%	453
2024 Q3	$652K	Buy	+6,555	New	+$543K	0.03%	392
2023 Q4	–	Sell	-30,038	Closed	-$1.12M	–	700
2023 Q3	$1.12M	Sell	30,038 -20,000	-40%	-$659K	0.07%	249
2023 Q2	$1.24M	Sell	50,038 -49,962	-50%	-$858K	0.08%	245
2023 Q1	$1.43M	Hold	100,000	–	–	0.09%	234
2022 Q4	$1.37M	Hold	100,000	–	–	0.1%	236
2022 Q3	$972K	Hold	100,000	–	–	0.08%	269
2022 Q2	$822K	Buy	+100,000	New	+$1.13M	0.07%	312

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

Gladstone Institutional Advisory's VRT Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Vertiv (VRT) stake by 24% in Q2 2026, buying an estimated $148K and bringing the position to 2,417 shares worth $809K. The position accounts for 0.03% of the portfolio, ranked #465.

Gladstone Institutional Advisory first reported a position in VRT in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.43M in Q1 2023. 2,057 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Gladstone Institutional Advisory held 2,417 shares of Vertiv worth $809K as of Q2 2026.
Gladstone Institutional Advisory bought 468 Vertiv shares in Q2 2026, an estimated $148K.
Vertiv made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #465 holding.
Gladstone Institutional Advisory first reported a position in Vertiv in Q2 2022 and has held it in 14 quarters since.
Gladstone Institutional Advisory's Vertiv position peaked at $1.43M in Q1 2023.
2,057 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.