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
Q2 		$10.3M Sell
30,758
-937,232
-97% -$297M 0.01% 1041
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
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 $3.38T AUM 44.17% 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

Jim Simons's VRT Position: Q2 2026 in Review

Jim Simons reduced its Vertiv (VRT) stake by 97% in Q2 2026, selling an estimated $297M and leaving 30,758 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #1041.

Jim Simons first reported a position in VRT in Q2 2020 and has held it in 17 quarters since. The position peaked at $273M in Q4 2024. 2,063 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Jim Simons held 30,758 shares of Vertiv worth $10.3M as of Q2 2026.
  • Jim Simons sold 937,232 Vertiv shares in Q2 2026, an estimated $297M.
  • Vertiv made up 0.01% of Jim Simons's portfolio in Q2 2026, its #1041 holding.
  • Jim Simons first reported a position in Vertiv in Q2 2020 and has held it in 17 quarters since.
  • Jim Simons's Vertiv position peaked at $273M in Q4 2024.
  • 2,063 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.