Jacobi Capital Management’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.02M Sell
3,061
-132
-4% -$41.9K 0.05% 305
2026
Q1
$800K Buy
3,193
+232
+8% +$51.5K 0.04% 328
2025
Q4
$480K Sell
2,961
-132
-4% -$22.9K 0.03% 418
2025
Q3
$467K Buy
3,093
+108
+4% +$14.4K 0.03% 411
2025
Q2
$383K Buy
+2,985
New +$290K 0.03% 445

Other funds holding VRT

Jacobi Capital Management's VRT Position: Q2 2026 in Review

Jacobi Capital Management reduced its Vertiv (VRT) stake by 4.1% in Q2 2026, selling an estimated $41.9K and leaving 3,061 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #305.

Jacobi Capital Management first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 2,055 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Jacobi Capital Management held 3,061 shares of Vertiv worth $1.02M as of Q2 2026.
  • Jacobi Capital Management sold 132 Vertiv shares in Q2 2026, an estimated $41.9K.
  • Vertiv made up 0.05% of Jacobi Capital Management's portfolio in Q2 2026, its #305 holding.
  • Jacobi Capital Management first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.