J2 Capital Management
VRT icon

J2 Capital Management’s Vertiv VRT Stock Holding History

J2 Capital Management’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
Q3 		– Sell
-802
Closed -$269K – 135
2026
Q2 		$269K Sell
802
-1,786
-69% -$566K 0.18% 106
2026
Q1 		$649K Buy
+2,588
New +$574K 0.44% 54

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New York State Teachers Retirement System (NYSTRS)
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Chicago Capital
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Zevenbergen Capital Investments
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Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

J2 Capital Management's VRT Position: Q3 2026 in Review

J2 Capital Management sold out of Vertiv (VRT) in Q3 2026, closing a stake of 802 shares — an estimated $269K sold.

J2 Capital Management first reported a position in VRT in Q1 2026 and held it in 2 quarters. The position peaked at $649K in Q1 2026. 464 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • J2 Capital Management reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
  • J2 Capital Management sold 802 Vertiv shares in Q3 2026, an estimated $269K.
  • J2 Capital Management first reported a position in Vertiv in Q1 2026 and held it in 2 quarters.
  • J2 Capital Management's Vertiv position peaked at $649K in Q1 2026.
  • 464 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on J2 Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.