HighTower Advisors’s Vertiv VRT Stock Holding History

HighTower Advisors’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	$43.5M	Buy	129,978 +2,168	+2%	+$688K	0.04%	413
2026 Q1	$32M	Buy	127,810 +13,209	+12%	+$2.93M	0.03%	473
2025 Q4	$18.6M	Buy	114,601 +8,454	+8%	+$1.47M	0.02%	634
2025 Q3	$16M	Buy	106,147 +46,709	+79%	+$6.23M	0.02%	677
2025 Q2	$7.63M	Buy	59,438 +8,788	+17%	+$855K	0.01%	910
2025 Q1	$3.66M	Buy	50,650 +7,934	+19%	+$844K	0.01%	1193
2024 Q4	$4.85M	Buy	42,716 +2,008	+5%	+$238K	0.01%	1062
2024 Q3	$4M	Buy	40,708 +6,364	+19%	+$528K	0.01%	1131
2024 Q2	$2.97M	Buy	34,344 +20,787	+153%	+$1.89M	﹤0.01%	1245
2024 Q1	$1.11M	Buy	13,557 +4,587	+51%	+$288K	﹤0.01%	1752
2023 Q4	$430K	Buy	+8,970	New	+$382K	﹤0.01%	2428
2021 Q4	–	Sell	-15,032	Closed	-$360K	–	3495
2021 Q3	$360K	Buy	15,032 +4,757	+46%	+$126K	﹤0.01%	2293
2021 Q2	$283K	Buy	+10,275	New	+$246K	﹤0.01%	2409

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

HighTower Advisors's VRT Position: Q2 2026 in Review

HighTower Advisors increased its Vertiv (VRT) stake by 1.7% in Q2 2026, buying an estimated $688K and bringing the position to 129,978 shares worth $43.5M. The position accounts for 0.04% of the portfolio, ranked #413.

HighTower Advisors first reported a position in VRT in Q2 2021 and has held it in 13 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

HighTower Advisors held 129,978 shares of Vertiv worth $43.5M as of Q2 2026.
HighTower Advisors bought 2,168 Vertiv shares in Q2 2026, an estimated $688K.
Vertiv made up 0.04% of HighTower Advisors's portfolio in Q2 2026, its #413 holding.
HighTower Advisors first reported a position in Vertiv in Q2 2021 and has held it in 13 quarters since.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.