HFS
VRT icon

Horizon Financial Services’s Vertiv VRT Stock Holding History

Horizon Financial Services’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 		$73.7K Hold
220
– – 0.03% 113
2026
Q1 		$55.1K Hold
220
– – 0.02% 106
2025
Q4 		$35.6K Hold
220
– – 0.02% 105
2025
Q3 		$33.2K Buy
+220
New +$29.3K 0.02% 112

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Horizon Financial Services's VRT Position: Q2 2026 in Review

Horizon Financial Services held its Vertiv (VRT) position steady in Q2 2026 at 220 shares worth $73.7K. The position accounts for 0.03% of the portfolio, ranked #113.

Horizon Financial Services first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 861 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Horizon Financial Services held 220 shares of Vertiv worth $73.7K as of Q2 2026.
  • Horizon Financial Services left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.03% of Horizon Financial Services's portfolio in Q2 2026, its #113 holding.
  • Horizon Financial Services first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • 861 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.