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GLOBALT Investments’s Vertiv VRT Stock Holding History

GLOBALT Investments’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 		$1.41M Sell
4,220
-18
-0.4% -$5.71K 0.05% 131
2026
Q1 		$1.06M Sell
4,238
-44
-1% -$9.77K 0.04% 136
2025
Q4 		$694K Sell
4,282
-1,386
-24% -$241K 0.03% 153
2025
Q3 		$855K Sell
5,668
-35
-0.6% -$4.67K 0.03% 146
2025
Q2 		$732K Sell
5,703
-2
-0% -$194 0.03% 158
2025
Q1 		$412K Sell
5,705
-615
-10% -$65.5K 0.02% 183
2024
Q4 		$718K Sell
6,320
-21
-0.3% -$2.49K 0.03% 162
2024
Q3 		$631K Buy
6,341
+184
+3% +$15.3K 0.02% 168
2024
Q2 		$533K Buy
+6,157
New +$561K 0.02% 174

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

GLOBALT Investments's VRT Position: Q2 2026 in Review

GLOBALT Investments reduced its Vertiv (VRT) stake by 0.42% in Q2 2026, selling an estimated $5.71K and leaving 4,220 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #131.

GLOBALT Investments first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • GLOBALT Investments held 4,220 shares of Vertiv worth $1.41M as of Q2 2026.
  • GLOBALT Investments sold 18 Vertiv shares in Q2 2026, an estimated $5.71K.
  • Vertiv made up 0.05% of GLOBALT Investments's portfolio in Q2 2026, its #131 holding.
  • GLOBALT Investments first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.