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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 		$1.21M Sell
3,600
-200
-5% -$63.4K 0.02% 405
2026
Q1 		$952K Buy
3,800
+200
+6% +$44.4K 0.02% 379
2025
Q4 		$583K Hold
3,600
– – 0.02% 440
2025
Q3 		$543K Hold
3,600
– – 0.02% 395
2025
Q2 		$462K Buy
3,600
+300
+9% +$29.2K 0.02% 397
2025
Q1 		$238K Buy
+3,300
New +$351K 0.01% 503

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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. 906 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.
  • 906 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.