Harvest Investment Services’s Vertiv VRT Stock Holding History

Harvest Investment Services’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	$2.49M	Sell	7,448 -929	-11%	-$295K	0.39%	71
2026 Q1	$2.1M	Sell	8,377 -107	-1%	-$23.8K	0.38%	68
2025 Q4	$1.37M	Sell	8,484 -203	-2%	-$35.2K	0.26%	93
2025 Q3	$1.31M	Buy	+8,687	New	+$1.16M	0.26%	104
2025 Q1	–	Sell	-21,882	Closed	-$2.49M	–	360
2024 Q4	$2.49M	Sell	21,882 -20,428	-48%	-$2.43M	0.61%	47
2024 Q3	$4.21M	Sell	42,310 -26,252	-38%	-$2.18M	1.35%	14
2024 Q2	$5.94M	Sell	68,562 -34,936	-34%	-$3.18M	2.36%	4
2024 Q1	$8.45M	Sell	103,498 -5,744	-5%	-$361K	3.4%	3
2023 Q4	$5.25M	Buy	109,242 +99,026	+969%	+$4.22M	2.42%	4
2023 Q3	$380K	Buy	+10,216	New	+$337K	0.24%	99

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

Harvest Investment Services's VRT Position: Q2 2026 in Review

Harvest Investment Services reduced its Vertiv (VRT) stake by 11% in Q2 2026, selling an estimated $295K and leaving 7,448 shares worth $2.49M. The position accounts for 0.39% of the portfolio, ranked #71.

Harvest Investment Services first reported a position in VRT in Q3 2023 and has held it in 10 quarters since. The position peaked at $8.45M in Q1 2024. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Harvest Investment Services held 7,448 shares of Vertiv worth $2.49M as of Q2 2026.
Harvest Investment Services sold 929 Vertiv shares in Q2 2026, an estimated $295K.
Vertiv made up 0.39% of Harvest Investment Services's portfolio in Q2 2026, its #71 holding.
Harvest Investment Services first reported a position in Vertiv in Q3 2023 and has held it in 10 quarters since.
Harvest Investment Services's Vertiv position peaked at $8.45M in Q1 2024.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.