HFM
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Harvest Fund Management’s Vertiv VRT Stock Holding History

Harvest Fund 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
Q1 		$4.21M Sell
16,807
-41,991
-71% -$9.32M 0.18% 93
2025
Q4 		$7.33M Buy
58,798
+2,334
+4% +$405K 0.28% 72
2025
Q3 		$6.83M Sell
56,464
-2,613
-4% -$349K 0.29% 68
2025
Q2 		$6.81M Buy
59,077
+11,734
+25% +$1.14M 0.32% 63
2025
Q1 		$5.3M Buy
47,343
+1,881
+4% +$200K 0.26% 71
2024
Q4 		$5.17M Buy
45,462
+10,186
+29% +$1.21M 0.24% 71
2024
Q3 		$3.51M Sell
35,276
-26,007
-42% -$2.16M 0.21% 76
2024
Q2 		$5.3M Buy
61,283
+9,958
+19% +$907K 0.38% 48
2024
Q1 		$4.19M Buy
51,325
+36,742
+252% +$2.31M 0.38% 53
2023
Q4 		$700K Buy
14,583
+5,909
+68% +$252K 0.11% 93
2023
Q3 		$323K Hold
8,674
– – 0.06% 150
2023
Q2 		$215K Buy
8,674
+5,230
+152% +$89.8K 0.04% 193
2023
Q1 		$49K Hold
3,444
– – 0.01% 477
2022
Q4 		$47K Buy
3,444
+983
+40% +$13.1K 0.01% 480
2022
Q3 		$24K Hold
2,461
– – 0.01% 532
2022
Q2 		$20K Hold
2,461
– – 0.01% 543
2022
Q1 		$34K Hold
2,461
– – 0.01% 510
2021
Q4 		$62K Hold
2,461
– – 0.01% 409
2021
Q3 		$59K Hold
2,461
– – 0.01% 369
2021
Q2 		$67K Buy
2,461
+2,016
+453% +$48.2K 0.01% 357
2021
Q1 		$8K Sell
445
-2,367
-84% -$47.8K ﹤0.01% 764
2020
Q4 		$52K Hold
2,812
– – ﹤0.01% 354
2020
Q3 		$50K Buy
+2,812
New +$44K ﹤0.01% 388

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harvest Fund Management's VRT Position: Q1 2026 in Review

Harvest Fund Management reduced its Vertiv (VRT) stake by 71% in Q1 2026, selling an estimated $9.32M and leaving 16,807 shares worth $4.21M. The position accounts for 0.18% of the portfolio, ranked #93.

Harvest Fund Management first reported a position in VRT in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.33M in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Harvest Fund Management held 16,807 shares of Vertiv worth $4.21M as of Q1 2026.
  • Harvest Fund Management sold 41,991 Vertiv shares in Q1 2026, an estimated $9.32M.
  • Vertiv made up 0.18% of Harvest Fund Management's portfolio in Q1 2026, its #93 holding.
  • Harvest Fund Management first reported a position in Vertiv in Q3 2020 and has held it in 23 quarters since.
  • Harvest Fund Management's Vertiv position peaked at $7.33M in Q4 2025.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.