HBW
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Hazlett, Burt & Watson’s Vertiv VRT Stock Holding History

Hazlett, Burt & Watson’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 		$1.61M Sell
4,817
-322
-6% -$102K 0.43% 56
2026
Q1 		$1.29M Buy
5,139
+11
+0.2% +$2.44K 0.41% 60
2025
Q4 		$828K Buy
5,128
+198
+4% +$34.4K 0.26% 88
2025
Q3 		$742K Buy
4,930
+1,377
+39% +$184K 0.26% 90
2025
Q2 		$456K Buy
3,553
+1,455
+69% +$141K 0.19% 116
2025
Q1 		$151K Buy
2,098
+577
+38% +$61.4K 0.07% 228
2024
Q4 		$171K Sell
1,521
-104
-6% -$12.3K 0.08% 222
2024
Q3 		$159K Buy
1,625
+1,240
+322% +$103K 0.07% 227
2024
Q2 		$34K Sell
385
-44
-10% -$4.01K 0.02% 386
2024
Q1 		$34K Buy
+429
New +$27K 0.02% 380

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

Hazlett, Burt & Watson's VRT Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its Vertiv (VRT) stake by 6.3% in Q2 2026, selling an estimated $102K and leaving 4,817 shares worth $1.61M. The position accounts for 0.43% of the portfolio, ranked #56.

Hazlett, Burt & Watson first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Hazlett, Burt & Watson held 4,817 shares of Vertiv worth $1.61M as of Q2 2026.
  • Hazlett, Burt & Watson sold 322 Vertiv shares in Q2 2026, an estimated $102K.
  • Vertiv made up 0.43% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #56 holding.
  • Hazlett, Burt & Watson first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.