Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.94M Sell
29,700
-200
-0.7% -$63.4K 0.01% 1526
2026
Q1
$7.49M Buy
29,900
+6,300
+27% +$1.4M 0.01% 1645
2025
Q4
$3.82M Buy
+23,600
New +$4.1M 0.01% 1936

Other funds holding VRT

John Overdeck's VRT Position: Q2 2026 in Review

John Overdeck reduced its Vertiv (VRT) stake by 19% in Q2 2026, selling an estimated $3.18M and leaving 42,141 shares worth $14.1M. The position accounts for 0.01% of the portfolio, ranked #1273.

John Overdeck first reported a position in VRT in Q2 2020 and has held it in 14 quarters since. The position peaked at $194M in Q3 2023. 2,043 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • John Overdeck held 42,141 shares of Vertiv worth $14.1M as of Q2 2026.
  • John Overdeck sold 10,030 Vertiv shares in Q2 2026, an estimated $3.18M.
  • Vertiv made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1273 holding.
  • John Overdeck first reported a position in Vertiv in Q2 2020 and has held it in 14 quarters since.
  • John Overdeck's Vertiv position peaked at $194M in Q3 2023.
  • 2,043 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.