Harbor Investment Advisory’s Vertiv VRT Stock Holding History

Harbor Investment 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	$3.25M	Buy	9,718 +815	+9%	+$258K	0.23%	81
2026 Q1	$2.23M	Buy	8,903 +76	+0.9%	+$16.9K	0.18%	99
2025 Q4	$1.43M	Buy	8,827 +2,227	+34%	+$387K	0.11%	148
2025 Q3	$996K	Buy	6,600 +1,517	+30%	+$202K	0.08%	185
2025 Q2	$653K	Buy	5,083 +499	+11%	+$48.5K	0.06%	230
2025 Q1	$331K	Buy	4,584 +187	+4%	+$19.9K	0.03%	303
2024 Q4	$500K	Buy	4,397 +2,725	+163%	+$324K	0.05%	233
2024 Q3	$166K	Buy	1,672 +520	+45%	+$43.1K	0.02%	368
2024 Q2	$99.7K	Buy	1,152 +152	+15%	+$13.8K	0.01%	443
2024 Q1	$81.7K	Hold	1,000	–	–	0.01%	486
2023 Q4	$48K	Hold	1,000	–	–	0.01%	573
2023 Q3	$37.2K	Hold	1,000	–	–	﹤0.01%	590
2023 Q2	$24.8K	Hold	1,000	–	–	﹤0.01%	862
2023 Q1	$14.3K	Hold	1,000	–	–	﹤0.01%	971
2022 Q4	$13.7K	Hold	1,000	–	–	﹤0.01%	972
2022 Q3	$10K	Hold	1,000	–	–	﹤0.01%	1048
2022 Q2	$8K	Hold	1,000	–	–	﹤0.01%	1075
2022 Q1	$14K	Hold	1,000	–	–	﹤0.01%	1008
2021 Q4	$25K	Hold	1,000	–	–	﹤0.01%	897
2021 Q3	$24K	Hold	1,000	–	–	﹤0.01%	918
2021 Q2	$27K	Hold	1,000	–	–	﹤0.01%	859
2021 Q1	$20K	Hold	1,000	–	–	﹤0.01%	881
2020 Q4	$19K	Hold	1,000	–	–	﹤0.01%	839
2020 Q3	$17K	Hold	1,000	–	–	﹤0.01%	776
2020 Q2	$14K	Hold	1,000	–	–	﹤0.01%	718
2020 Q1	$9K	Buy	+1,000	New	+$11K	﹤0.01%	775

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Harbor Investment Advisory's VRT Position: Q2 2026 in Review

Harbor Investment Advisory increased its Vertiv (VRT) stake by 9.2% in Q2 2026, buying an estimated $258K and bringing the position to 9,718 shares worth $3.25M. The position accounts for 0.23% of the portfolio, ranked #81.

Harbor Investment Advisory first reported a position in VRT in Q1 2020 and has held it in 26 quarters since. 664 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Harbor Investment Advisory held 9,718 shares of Vertiv worth $3.25M as of Q2 2026.
Harbor Investment Advisory bought 815 Vertiv shares in Q2 2026, an estimated $258K.
Vertiv made up 0.23% of Harbor Investment Advisory's portfolio in Q2 2026, its #81 holding.
Harbor Investment Advisory first reported a position in Vertiv in Q1 2020 and has held it in 26 quarters since.
664 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.