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Joseph Group Capital Management’s Vertiv VRT Stock Holding History

Joseph Group Capital 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 		$21.4K Buy
64
+37
+137% +$11.7K ﹤0.01% 227
2026
Q1 		$6.77K Buy
+27
New +$5.99K ﹤0.01% 339
2023
Q1 		– Sell
-645
Closed -$9K – 96
2022
Q4 		$9K Hold
645
– – 0.01% 87
2022
Q3 		$6K Sell
645
-23,851
-97% -$268K 0.01% 77
2022
Q2 		$201K Buy
24,496
+3,630
+17% +$41.1K 0.2% 48
2022
Q1 		$292K Buy
20,866
+1,769
+9% +$31.5K 0.29% 46
2021
Q4 		$477K Buy
+19,097
New +$478K 0.46% 47

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

Joseph Group Capital Management's VRT Position: Q2 2026 in Review

Joseph Group Capital Management increased its Vertiv (VRT) stake by 137% in Q2 2026, buying an estimated $11.7K and bringing the position to 64 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Joseph Group Capital Management first reported a position in VRT in Q4 2021 and has held it in 7 quarters since. The position peaked at $477K in Q4 2021. 2,059 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Joseph Group Capital Management held 64 shares of Vertiv worth $21.4K as of Q2 2026.
  • Joseph Group Capital Management bought 37 Vertiv shares in Q2 2026, an estimated $11.7K.
  • Vertiv made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #227 holding.
  • Joseph Group Capital Management first reported a position in Vertiv in Q4 2021 and has held it in 7 quarters since.
  • Joseph Group Capital Management's Vertiv position peaked at $477K in Q4 2021.
  • 2,059 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.