HWM
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Hohimer Wealth Management’s Vertiv VRT Stock Holding History

Hohimer Wealth 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 		$1.01M Buy
3,005
+63
+2% +$20K 0.1% 169
2026
Q1 		$737K Sell
2,942
-3,322
-53% -$737K 0.09% 180
2025
Q4 		$1.01M Buy
6,264
+48
+0.8% +$8.33K 0.14% 136
2025
Q3 		$938K Sell
6,216
-1,048
-14% -$140K 0.13% 146
2025
Q2 		$933K Sell
7,264
-229
-3% -$22.3K 0.17% 114
2025
Q1 		$541K Buy
+7,493
New +$798K 0.11% 152

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

Hohimer Wealth Management's VRT Position: Q2 2026 in Review

Hohimer Wealth Management increased its Vertiv (VRT) stake by 2.1% in Q2 2026, buying an estimated $20K and bringing the position to 3,005 shares worth $1.01M. The position accounts for 0.1% of the portfolio, ranked #169.

Hohimer Wealth Management first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2025. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Hohimer Wealth Management held 3,005 shares of Vertiv worth $1.01M as of Q2 2026.
  • Hohimer Wealth Management bought 63 Vertiv shares in Q2 2026, an estimated $20K.
  • Vertiv made up 0.1% of Hohimer Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Hohimer Wealth Management first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • Hohimer Wealth Management's Vertiv position peaked at $1.01M in Q4 2025.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.