Jim Simons
VRT icon

Jim Simons’s Vertiv VRT Stock Holding History

Jim Simons’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
Q1 		$243M Sell
967,990
-176,339
-15% -$39.1M 0.38% 29
2025
Q4 		$185M Buy
1,144,329
+786,117
+219% +$136M 0.29% 65
2025
Q3 		$54M Buy
358,212
+96,400
+37% +$12.9M 0.07% 326
2025
Q2 		$33.6M Sell
261,812
-612,400
-70% -$59.6M 0.04% 490
2025
Q1 		$63.1M Sell
874,212
-1,530,500
-64% -$163M 0.1% 254
2024
Q4 		$273M Buy
2,404,712
+327,900
+16% +$38.9M 0.4% 33
2024
Q3 		$207M Sell
2,076,812
-447,300
-18% -$37.1M 0.31% 54
2024
Q2 		$219M Buy
2,524,112
+169,700
+7% +$15.4M 0.37% 41
2024
Q1 		$192M Sell
2,354,412
-32,300
-1% -$2.03M 0.3% 47
2023
Q4 		$115M Sell
2,386,712
-219,000
-8% -$9.33M 0.18% 117
2023
Q3 		$96.9M Buy
+2,605,712
New +$85.9M 0.17% 125
2021
Q3 		– Sell
-37,200
Closed -$1.02M – 3877
2021
Q2 		$1.02M Sell
37,200
-1,905,900
-98% -$45.6M ﹤0.01% 2658
2021
Q1 		$38.9M Sell
1,943,100
-266,300
-12% -$5.38M 0.05% 458
2020
Q4 		$41.2M Buy
2,209,400
+871,000
+65% +$16M 0.04% 421
2020
Q3 		$23.2M Buy
1,338,400
+579,400
+76% +$9.07M 0.02% 670
2020
Q2 		$10.3M Buy
+759,000
New +$8.84M 0.01% 1205

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jim Simons's VRT Position: Q1 2026 in Review

Jim Simons reduced its Vertiv (VRT) stake by 15% in Q1 2026, selling an estimated $39.1M and leaving 967,990 shares worth $243M. The position accounts for 0.38% of the portfolio, ranked #29.

Jim Simons first reported a position in VRT in Q2 2020 and has held it in 16 quarters since. The position peaked at $273M in Q4 2024. 1,831 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Jim Simons held 967,990 shares of Vertiv worth $243M as of Q1 2026.
  • Jim Simons sold 176,339 Vertiv shares in Q1 2026, an estimated $39.1M.
  • Vertiv made up 0.38% of Jim Simons's portfolio in Q1 2026, its #29 holding.
  • Jim Simons first reported a position in Vertiv in Q2 2020 and has held it in 16 quarters since.
  • Jim Simons's Vertiv position peaked at $273M in Q4 2024.
  • 1,831 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.