IA
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Invested Advisors’s Vertiv VRT Stock Holding History

Invested Advisors’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 		$772K Sell
2,307
-12
-0.5% -$3.81K 0.68% 34
2026
Q1 		$581K Sell
2,319
-26
-1% -$5.77K 0.59% 45
2025
Q4 		$380K Buy
+2,345
New +$407K 0.39% 77

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 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

Invested Advisors's VRT Position: Q2 2026 in Review

Invested Advisors reduced its Vertiv (VRT) stake by 0.52% in Q2 2026, selling an estimated $3.81K and leaving 2,307 shares worth $772K. The position accounts for 0.68% of the portfolio, ranked #34.

Invested Advisors first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 1,046 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Invested Advisors held 2,307 shares of Vertiv worth $772K as of Q2 2026.
  • Invested Advisors sold 12 Vertiv shares in Q2 2026, an estimated $3.81K.
  • Vertiv made up 0.68% of Invested Advisors's portfolio in Q2 2026, its #34 holding.
  • Invested Advisors first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
  • 1,046 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.