IP
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Investment Partners’s Vertiv VRT Stock Holding History

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 		$672K Buy
2,006
+1
+0% +$317 0.21% 92
2026
Q1 		$502K Hold
2,005
– – 0.18% 104
2025
Q4 		$325K Buy
2,005
+1
+0% +$174 0.11% 125
2025
Q3 		$302K Buy
2,004
+1
+0% +$133 0.11% 131
2025
Q2 		$257K Buy
+2,003
New +$195K 0.1% 136
2025
Q1 		– Sell
-2,002
Closed -$227K – 153
2024
Q4 		$227K Buy
+2,002
New +$238K 0.09% 139

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 Partners's VRT Position: Q2 2026 in Review

Investment Partners increased its Vertiv (VRT) stake by 0.05% in Q2 2026, buying an estimated $317 and bringing the position to 2,006 shares worth $672K. The position accounts for 0.21% of the portfolio, ranked #92.

Investment Partners first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Investment Partners held 2,006 shares of Vertiv worth $672K as of Q2 2026.
  • Investment Partners bought 1 Vertiv share in Q2 2026, an estimated $317.
  • Vertiv made up 0.21% of Investment Partners's portfolio in Q2 2026, its #92 holding.
  • Investment Partners first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.