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J. Safra Sarasin Holding’s Vertiv VRT Stock Holding History

J. Safra Sarasin Holding’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 		$5.46M Buy
18,499
+9,752
+111% +$3.09M 0.08% 161
2026
Q1 		$2.19M Sell
8,747
-1,218
-12% -$270K 0.04% 191
2025
Q4 		$1.61M Sell
9,965
-19,410
-66% -$3.37M 0.03% 227
2025
Q3 		$4.43M Buy
29,375
+16,175
+123% +$2.16M 0.07% 141
2025
Q2 		$1.7M Sell
13,200
-17,677
-57% -$1.72M 0.03% 259
2025
Q1 		$2.23M Buy
30,877
+15,085
+96% +$1.61M 0.04% 210
2024
Q4 		$1.79M Buy
15,792
+2,340
+17% +$278K 0.03% 233
2024
Q3 		$1.34M Buy
13,452
+734
+6% +$60.8K 0.02% 280
2024
Q2 		$1.1M Buy
+12,718
New +$1.16M 0.02% 318

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. Safra Sarasin Holding's VRT Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its Vertiv (VRT) stake by 111% in Q2 2026, buying an estimated $3.09M and bringing the position to 18,499 shares worth $5.46M. The position accounts for 0.08% of the portfolio, ranked #161.

J. Safra Sarasin Holding first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • J. Safra Sarasin Holding held 18,499 shares of Vertiv worth $5.46M as of Q2 2026.
  • J. Safra Sarasin Holding bought 9,752 Vertiv shares in Q2 2026, an estimated $3.09M.
  • Vertiv made up 0.08% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #161 holding.
  • J. Safra Sarasin Holding first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.