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Interchange Capital Partners’s Vertiv VRT Stock Holding History

Interchange Capital 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
2025
Q1 		– Sell
-200
Closed -$22.7K – 315
2024
Q4 		$22.7K Buy
+200
New +$23.7K 0.01% 260

Other funds holding VRT

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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

Interchange Capital Partners's VRT Position: Q2 2026 in Review

Interchange Capital Partners increased its Vertiv (VRT) stake by 49% in Q2 2026, buying an estimated $586K and bringing the position to 5,640 shares worth $1.89M. The position accounts for 0.36% of the portfolio, ranked #64.

Interchange Capital Partners first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Interchange Capital Partners held 5,640 shares of Vertiv worth $1.89M as of Q2 2026.
  • Interchange Capital Partners bought 1,847 Vertiv shares in Q2 2026, an estimated $586K.
  • Vertiv made up 0.36% of Interchange Capital Partners's portfolio in Q2 2026, its #64 holding.
  • Interchange Capital Partners first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.