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HUB Investment Partners’s Vertiv VRT Stock Holding History

HUB Investment Partners’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 		$13.5M Buy
40,324
+3,837
+11% +$1.22M 0.24% 75
2026
Q1 		$9.14M Buy
36,487
+3,506
+11% +$778K 0.22% 99
2025
Q4 		$5.34M Buy
32,981
+2,760
+9% +$479K 0.14% 125
2025
Q3 		$4.56M Buy
30,221
+9,683
+47% +$1.29M 0.15% 131
2025
Q2 		$2.64M Buy
20,538
+7,845
+62% +$763K 0.09% 165
2025
Q1 		$916K Buy
+12,693
New +$1.35M 0.04% 242

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

HUB Investment Partners's VRT Position: Q2 2026 in Review

HUB Investment Partners increased its Vertiv (VRT) stake by 11% in Q2 2026, buying an estimated $1.22M and bringing the position to 40,324 shares worth $13.5M. The position accounts for 0.24% of the portfolio, ranked #75.

HUB Investment Partners first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • HUB Investment Partners held 40,324 shares of Vertiv worth $13.5M as of Q2 2026.
  • HUB Investment Partners bought 3,837 Vertiv shares in Q2 2026, an estimated $1.22M.
  • Vertiv made up 0.24% of HUB Investment Partners's portfolio in Q2 2026, its #75 holding.
  • HUB Investment Partners first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.