Harmony Asset Management’s Vertiv VRT Stock Holding History

Harmony Asset Management’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	$3.7M	Buy	11,061 +355	+3%	+$113K	0.99%	23
2026 Q1	$2.68M	Buy	10,706 +1,001	+10%	+$222K	0.82%	28
2025 Q4	$1.57M	Buy	9,705 +3,995	+70%	+$694K	0.53%	46
2025 Q3	$861K	Buy	5,710 +255	+5%	+$34K	0.3%	83
2025 Q2	$701K	Buy	5,455 +765	+16%	+$74.4K	0.26%	90
2025 Q1	$339K	Buy	4,690 +1,545	+49%	+$164K	0.14%	125
2024 Q4	$357K	Buy	3,145 +550	+21%	+$65.3K	0.14%	123
2024 Q3	$258K	Buy	+2,595	New	+$215K	0.09%	145

Other funds holding VRT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Harmony Asset Management's VRT Position: Q2 2026 in Review

Harmony Asset Management increased its Vertiv (VRT) stake by 3.3% in Q2 2026, buying an estimated $113K and bringing the position to 11,061 shares worth $3.7M. The position accounts for 0.99% of the portfolio, ranked #23.

Harmony Asset Management first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. 346 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Harmony Asset Management held 11,061 shares of Vertiv worth $3.7M as of Q2 2026.
Harmony Asset Management bought 355 Vertiv shares in Q2 2026, an estimated $113K.
Vertiv made up 0.99% of Harmony Asset Management's portfolio in Q2 2026, its #23 holding.
Harmony Asset Management first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
346 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.