JBR Co Financial Management’s Vertiv VRT Stock Holding History

JBR Co Financial 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 Q2	$2.08M	Sell	6,221 -1,596	-20%	-$506K	0.76%	33
2026 Q1	$1.27M	Hold	7,817	–	–	0.53%	45
2025 Q4	$1.27M	Sell	7,817 -8	-0.1%	-$1.39K	0.53%	45
2025 Q3	$1.18M	Buy	7,825 +65	+0.8%	+$8.67K	0.5%	47
2025 Q2	$996K	Buy	7,760 +252	+3%	+$24.5K	0.49%	48
2025 Q1	$542K	Buy	7,508 +2,700	+56%	+$287K	0.32%	63
2024 Q4	$546K	Sell	4,808 -153	-3%	-$18.2K	0.33%	61
2024 Q3	$494K	Buy	4,961 +2,064	+71%	+$171K	0.32%	64
2024 Q2	$251K	Buy	+2,897	New	+$264K	0.18%	88

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

JBR Co Financial Management's VRT Position: Q2 2026 in Review

JBR Co Financial Management reduced its Vertiv (VRT) stake by 20% in Q2 2026, selling an estimated $506K and leaving 6,221 shares worth $2.08M. The position accounts for 0.76% of the portfolio, ranked #33.

JBR Co Financial Management first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 433 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

JBR Co Financial Management held 6,221 shares of Vertiv worth $2.08M as of Q2 2026.
JBR Co Financial Management sold 1,596 Vertiv shares in Q2 2026, an estimated $506K.
Vertiv made up 0.76% of JBR Co Financial Management's portfolio in Q2 2026, its #33 holding.
JBR Co Financial Management first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
433 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.