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Horizon Investments’s Vertiv VRT Stock Holding History

Horizon Investments’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
Q1 		$3.19M Buy
12,739
+9,313
+272% +$2.07M 0.04% 371
2025
Q4 		$555K Sell
3,426
-9,519
-74% -$1.65M 0.01% 848
2025
Q3 		$1.95M Buy
12,945
+696
+6% +$92.8K 0.03% 469
2025
Q2 		$1.57M Buy
12,249
+10,449
+581% +$1.02M 0.02% 453
2025
Q1 		$130K Buy
1,800
+13
+0.7% +$1.38K ﹤0.01% 597
2024
Q4 		$203K Buy
1,787
+321
+22% +$38.1K 0.01% 539
2024
Q3 		$146K Buy
1,466
+1,029
+235% +$85.3K ﹤0.01% 579
2024
Q2 		$37.8K Buy
+437
New +$39.8K ﹤0.01% 650
2022
Q4 		– Sell
-23,391
Closed -$227K – 570
2022
Q3 		$227K Buy
+23,391
New +$263K 0.01% 453
2022
Q2 		– Sell
-37,261
Closed -$522K – 548
2022
Q1 		$522K Buy
37,261
+6,400
+21% +$114K 0.01% 338
2021
Q4 		$771K Buy
30,861
+1,876
+6% +$46.9K 0.02% 254
2021
Q3 		$698K Buy
28,985
+4,164
+17% +$111K 0.02% 265
2021
Q2 		$678K Buy
+24,821
New +$593K 0.02% 268

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Horizon Investments's VRT Position: Q1 2026 in Review

Horizon Investments increased its Vertiv (VRT) stake by 272% in Q1 2026, buying an estimated $2.07M and bringing the position to 12,739 shares worth $3.19M. The position accounts for 0.04% of the portfolio, ranked #371.

Horizon Investments first reported a position in VRT in Q2 2021 and has held it in 13 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Horizon Investments held 12,739 shares of Vertiv worth $3.19M as of Q1 2026.
  • Horizon Investments bought 9,313 Vertiv shares in Q1 2026, an estimated $2.07M.
  • Vertiv made up 0.04% of Horizon Investments's portfolio in Q1 2026, its #371 holding.
  • Horizon Investments first reported a position in Vertiv in Q2 2021 and has held it in 13 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.