HIM
VRT icon

Hillsdale Investment Management’s Vertiv VRT Stock Holding History

Hillsdale Investment 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
Q2 		$1.41M Sell
4,220
-380
-8% -$121K 0.03% 339
2026
Q1 		$1.15M Buy
+4,600
New +$1.02M 0.03% 347
2025
Q2 		– Sell
-6,650
Closed -$480K – 721
2025
Q1 		$480K Hold
6,650
– – 0.02% 369
2024
Q4 		$756K Sell
6,650
-2,330
-26% -$277K 0.04% 296
2024
Q3 		$893K Buy
8,980
+800
+10% +$66.3K 0.07% 233
2024
Q2 		$708K Sell
8,180
-3,120
-28% -$284K 0.06% 243
2024
Q1 		$923K Sell
11,300
-1,900
-14% -$119K 0.07% 210
2023
Q4 		$634K Buy
+13,200
New +$562K 0.05% 234

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 $3.38T AUM 44.17% 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

Hillsdale Investment Management's VRT Position: Q2 2026 in Review

Hillsdale Investment Management reduced its Vertiv (VRT) stake by 8.3% in Q2 2026, selling an estimated $121K and leaving 4,220 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #339.

Hillsdale Investment Management first reported a position in VRT in Q4 2023 and has held it in 8 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Hillsdale Investment Management held 4,220 shares of Vertiv worth $1.41M as of Q2 2026.
  • Hillsdale Investment Management sold 380 Vertiv shares in Q2 2026, an estimated $121K.
  • Vertiv made up 0.03% of Hillsdale Investment Management's portfolio in Q2 2026, its #339 holding.
  • Hillsdale Investment Management first reported a position in Vertiv in Q4 2023 and has held it in 8 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.