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Joel Greenblatt’s Vertiv VRT Stock Holding History

Joel Greenblatt’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 		$71.6M Buy
213,966
+21,378
+11% +$6.78M 0.17% 72
2026
Q1 		$48.3M Sell
192,588
-6,592
-3% -$1.46M 0.15% 124
2025
Q4 		$32.3M Buy
199,180
+41,483
+26% +$7.2M 0.12% 206
2025
Q3 		$23.8M Sell
157,697
-3,522
-2% -$470K 0.1% 245
2025
Q2 		$20.7M Buy
161,219
+3,678
+2% +$358K 0.12% 182
2025
Q1 		$11.4M Buy
157,541
+56,317
+56% +$5.99M 0.09% 284
2024
Q4 		$11.5M Buy
101,224
+894
+0.9% +$106K 0.11% 248
2024
Q3 		$9.98M Sell
100,330
-33,234
-25% -$2.75M 0.1% 282
2024
Q2 		$11.6M Buy
133,564
+39,235
+42% +$3.57M 0.15% 134
2024
Q1 		$7.7M Sell
94,329
-1,288
-1% -$80.9K 0.12% 219
2023
Q4 		$4.59M Sell
95,617
-65,863
-41% -$2.8M 0.09% 317
2023
Q3 		$6.01M Buy
161,480
+91,806
+132% +$3.03M 0.12% 199
2023
Q2 		$1.73M Buy
69,674
+29,582
+74% +$508K 0.04% 595
2023
Q1 		$574K Buy
40,092
+9,627
+32% +$141K 0.01% 910
2022
Q4 		$416K Buy
30,465
+1,123
+4% +$15K 0.01% 945
2022
Q3 		$285K Buy
29,342
+13,174
+81% +$148K 0.01% 995
2022
Q2 		$133K Buy
+16,168
New +$183K ﹤0.01% 1067

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 $3.37T AUM 44.26% 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

Joel Greenblatt's VRT Position: Q2 2026 in Review

Joel Greenblatt increased its Vertiv (VRT) stake by 11% in Q2 2026, buying an estimated $6.78M and bringing the position to 213,966 shares worth $71.6M. The position accounts for 0.17% of the portfolio, ranked #72.

Joel Greenblatt first reported a position in VRT in Q2 2022 and has held it in 17 quarters since. 2,043 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Joel Greenblatt held 213,966 shares of Vertiv worth $71.6M as of Q2 2026.
  • Joel Greenblatt bought 21,378 Vertiv shares in Q2 2026, an estimated $6.78M.
  • Vertiv made up 0.17% of Joel Greenblatt's portfolio in Q2 2026, its #72 holding.
  • Joel Greenblatt first reported a position in Vertiv in Q2 2022 and has held it in 17 quarters since.
  • 2,043 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.