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Leavell Investment Management’s Vertiv VRT Stock Holding History

Leavell Investment 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 		$1.22M Sell
3,637
-82
-2% -$26K 0.04% 299
2026
Q1 		$932K Sell
3,719
-110
-3% -$24.4K 0.04% 315
2025
Q4 		$620K Sell
3,829
-394
-9% -$68.4K 0.03% 369
2025
Q3 		$637K Sell
4,223
-322
-7% -$43K 0.03% 370
2025
Q2 		$584K Buy
4,545
+1,215
+36% +$118K 0.03% 375
2025
Q1 		$240K Buy
3,330
+865
+35% +$92.1K 0.01% 504
2024
Q4 		$280K Buy
+2,465
New +$293K 0.01% 470

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

Leavell Investment Management's VRT Position: Q2 2026 in Review

Leavell Investment Management reduced its Vertiv (VRT) stake by 2.2% in Q2 2026, selling an estimated $26K and leaving 3,637 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #299.

Leavell Investment Management first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,058 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Leavell Investment Management held 3,637 shares of Vertiv worth $1.22M as of Q2 2026.
  • Leavell Investment Management sold 82 Vertiv shares in Q2 2026, an estimated $26K.
  • Vertiv made up 0.04% of Leavell Investment Management's portfolio in Q2 2026, its #299 holding.
  • Leavell Investment Management first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,058 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.