IMT
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Investment Management Trust’s Vertiv VRT Stock Holding History

Investment Management Trust’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 		$796K Buy
2,377
+325
+16% +$103K 0.71% 37
2026
Q1 		$514K Buy
+2,052
New +$456K 0.5% 46

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

Investment Management Trust's VRT Position: Q2 2026 in Review

Investment Management Trust increased its Vertiv (VRT) stake by 16% in Q2 2026, buying an estimated $103K and bringing the position to 2,377 shares worth $796K. The position accounts for 0.71% of the portfolio, ranked #37.

Investment Management Trust first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,041 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Investment Management Trust held 2,377 shares of Vertiv worth $796K as of Q2 2026.
  • Investment Management Trust bought 325 Vertiv shares in Q2 2026, an estimated $103K.
  • Vertiv made up 0.71% of Investment Management Trust's portfolio in Q2 2026, its #37 holding.
  • Investment Management Trust first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • 2,041 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Investment Management Trust's 13F filing for Q2 2026, filed 11 Aug 2026.