Koshinski Asset Management
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Koshinski Asset Management’s Vertiv VRT Stock Holding History

Koshinski Asset 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 		$4.38M Sell
13,089
-116
-0.9% -$36.8K 0.23% 94
2026
Q1 		$3.31M Sell
13,205
-340
-3% -$75.5K 0.21% 103
2025
Q4 		$2.19M Sell
13,545
-112
-0.8% -$19.4K 0.14% 141
2025
Q3 		$2.06M Sell
13,657
-196
-1% -$26.1K 0.14% 150
2025
Q2 		$1.78M Buy
13,853
+1,491
+12% +$145K 0.13% 154
2025
Q1 		$893K Buy
12,362
+333
+3% +$35.4K 0.08% 267
2024
Q4 		$1.37B Sell
12,029
-150
-1% -$17.8K 0.12% 175
2024
Q3 		$1.21M Sell
12,179
-458
-4% -$38K 0.1% 200
2024
Q2 		$1.17M Sell
12,637
-801
-6% -$72.9K 0.11% 189
2024
Q1 		$1.1M Sell
13,438
-2,663
-17% -$167K 0.11% 190
2023
Q4 		$773K Buy
16,101
+3,739
+30% +$159K 0.12% 214
2023
Q3 		$460K Hold
12,362
– – 0.05% 343
2023
Q2 		$306K Sell
12,362
-3,737
-23% -$64.2K 0.03% 452
2023
Q1 		$230K Sell
16,099
-100
-0.6% -$1.47K 0.02% 497
2022
Q4 		$221K Sell
16,199
-712
-4% -$9.49K 0.02% 543
2022
Q3 		$164K Buy
16,911
+35
+0.2% +$393 0.02% 513
2022
Q2 		$139K Buy
16,876
+353
+2% +$4K 0.01% 573
2022
Q1 		$231K Sell
16,523
-105
-0.6% -$1.87K 0.02% 549
2021
Q4 		$415K Sell
16,628
-9,055
-35% -$227K 0.03% 434
2021
Q3 		$619K Buy
25,683
+13,970
+119% +$371K 0.05% 346
2021
Q2 		$320K Sell
11,713
-2,840
-20% -$67.9K 0.04% 415
2021
Q1 		$291K Sell
14,553
-160
-1% -$3.23K 0.03% 484
2020
Q4 		$275K Buy
+14,713
New +$271K 0.03% 455

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

Koshinski Asset Management's VRT Position: Q2 2026 in Review

Koshinski Asset Management reduced its Vertiv (VRT) stake by 0.88% in Q2 2026, selling an estimated $36.8K and leaving 13,089 shares worth $4.38M. The position accounts for 0.23% of the portfolio, ranked #94.

Koshinski Asset Management first reported a position in VRT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.37B in Q4 2024. 2,043 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Koshinski Asset Management held 13,089 shares of Vertiv worth $4.38M as of Q2 2026.
  • Koshinski Asset Management sold 116 Vertiv shares in Q2 2026, an estimated $36.8K.
  • Vertiv made up 0.23% of Koshinski Asset Management's portfolio in Q2 2026, its #94 holding.
  • Koshinski Asset Management first reported a position in Vertiv in Q4 2020 and has held it in 23 quarters since.
  • Koshinski Asset Management's Vertiv position peaked at $1.37B in Q4 2024.
  • 2,043 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.