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Herbst Group’s Vertiv VRT Stock Holding History

Herbst Group’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 		$3.01M Buy
9,000
+200
+2% +$63.4K 1.64% 27
2026
Q1 		$2.21M Buy
+8,800
New +$1.95M 1.36% 33

Other funds holding VRT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Herbst Group's VRT Position: Q2 2026 in Review

Herbst Group increased its Vertiv (VRT) stake by 2.3% in Q2 2026, buying an estimated $63.4K and bringing the position to 9,000 shares worth $3.01M. The position accounts for 1.64% of the portfolio, ranked #27.

Herbst Group first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Herbst Group held 9,000 shares of Vertiv worth $3.01M as of Q2 2026.
  • Herbst Group bought 200 Vertiv shares in Q2 2026, an estimated $63.4K.
  • Vertiv made up 1.64% of Herbst Group's portfolio in Q2 2026, its #27 holding.
  • Herbst Group first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Herbst Group's 13F filing for Q2 2026, filed 9 Jul 2026.