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J.P. Marvel Investment Advisors’s Vertiv VRT Stock Holding History

J.P. Marvel Investment 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 		$1.59M Buy
4,746
+146
+3% +$46.3K 0.18% 48
2026
Q1 		$1.15M Hold
4,600
– – 0.16% 51
2025
Q4 		$745K Hold
4,600
– – 0.1% 55
2025
Q3 		$694K Hold
4,600
– – 0.1% 55
2025
Q2 		$591K Hold
4,600
– – 0.1% 59
2025
Q1 		$332K Hold
4,600
– – 0.06% 63
2024
Q4 		$523K Hold
4,600
– – 0.09% 61
2024
Q3 		$458K Hold
4,600
– – 0.07% 70
2024
Q2 		$398K Hold
4,600
– – 0.07% 69
2024
Q1 		$376K Hold
4,600
– – 0.07% 70
2023
Q4 		$221K Buy
+4,600
New +$196K 0.04% 71

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

J.P. Marvel Investment Advisors's VRT Position: Q2 2026 in Review

J.P. Marvel Investment Advisors increased its Vertiv (VRT) stake by 3.2% in Q2 2026, buying an estimated $46.3K and bringing the position to 4,746 shares worth $1.59M. The position accounts for 0.18% of the portfolio, ranked #48.

J.P. Marvel Investment Advisors first reported a position in VRT in Q4 2023 and has held it in 11 quarters since. 2,057 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • J.P. Marvel Investment Advisors held 4,746 shares of Vertiv worth $1.59M as of Q2 2026.
  • J.P. Marvel Investment Advisors bought 146 Vertiv shares in Q2 2026, an estimated $46.3K.
  • Vertiv made up 0.18% of J.P. Marvel Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • J.P. Marvel Investment Advisors first reported a position in Vertiv in Q4 2023 and has held it in 11 quarters since.
  • 2,057 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on J.P. Marvel Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.