IIP
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Intermede Investment Partners’s Vertiv VRT Stock Holding History

Intermede 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
Q1 		– Sell
-236,210
Closed -$38.3M – 32
2025
Q4 		$38.3M Sell
236,210
-103,338
-30% -$17.9M 1.57% 27
2025
Q3 		$51.2M Sell
339,548
-221,778
-40% -$29.6M 2.11% 25
2025
Q2 		$72.1M Sell
561,326
-138,165
-20% -$13.4M 2.22% 25
2025
Q1 		$50.5M Buy
+699,491
New +$74.5M 1.59% 27

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Intermede Investment Partners's VRT Position: Q1 2026 in Review

Intermede Investment Partners sold out of Vertiv (VRT) in Q1 2026, closing a stake of 236,210 shares — an estimated $38.3M sold.

Intermede Investment Partners first reported a position in VRT in Q1 2025 and held it in 4 quarters. The position peaked at $72.1M in Q2 2025. 1,834 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Intermede Investment Partners reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
  • Intermede Investment Partners sold 236,210 Vertiv shares in Q1 2026, an estimated $38.3M.
  • Intermede Investment Partners first reported a position in Vertiv in Q1 2025 and held it in 4 quarters.
  • Intermede Investment Partners's Vertiv position peaked at $72.1M in Q2 2025.
  • 1,834 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Intermede Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.