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Iron Gate Global Advisors’s Vertiv VRT Stock Holding History

Iron Gate Global 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 		$349K Sell
1,043
-30
-3% -$9.52K 0.03% 71
2026
Q1 		$269K Buy
+1,073
New +$238K 0.03% 87
2025
Q4 		– Sell
-1,380
Closed -$208K – 121
2025
Q3 		$208K Buy
+1,380
New +$184K 0.02% 103

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

Iron Gate Global Advisors's VRT Position: Q2 2026 in Review

Iron Gate Global Advisors reduced its Vertiv (VRT) stake by 2.8% in Q2 2026, selling an estimated $9.52K and leaving 1,043 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #71.

Iron Gate Global Advisors first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Iron Gate Global Advisors held 1,043 shares of Vertiv worth $349K as of Q2 2026.
  • Iron Gate Global Advisors sold 30 Vertiv shares in Q2 2026, an estimated $9.52K.
  • Vertiv made up 0.03% of Iron Gate Global Advisors's portfolio in Q2 2026, its #71 holding.
  • Iron Gate Global Advisors first reported a position in Vertiv in Q3 2025 and has held it in 3 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Iron Gate Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.