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Leeward Financial Partners’s Vertiv VRT Stock Holding History

Leeward Financial Partners’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 		$6.34M Sell
18,943
-937
-5% -$297K 1.66% 17
2026
Q1 		$4.98M Sell
19,880
-5,466
-22% -$1.21M 1.48% 22
2025
Q4 		$4.11M Sell
25,346
-21,369
-46% -$3.71M 1.15% 30
2025
Q3 		$7.05M Buy
46,715
+3,058
+7% +$408K 2.01% 16
2025
Q2 		$5.61M Buy
43,657
+1,400
+3% +$136K 1.78% 20
2025
Q1 		$3.05M Buy
42,257
+10,693
+34% +$1.14M 1.14% 31
2024
Q4 		$3.59M Buy
31,564
+1,497
+5% +$178K 1.28% 26
2024
Q3 		$2.99M Buy
30,067
+344
+1% +$28.5K 1.13% 31
2024
Q2 		$2.57M Buy
+29,723
New +$2.71M 1.04% 32

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

Leeward Financial Partners's VRT Position: Q2 2026 in Review

Leeward Financial Partners reduced its Vertiv (VRT) stake by 4.7% in Q2 2026, selling an estimated $297K and leaving 18,943 shares worth $6.34M. The position accounts for 1.66% of the portfolio, ranked #17.

Leeward Financial Partners first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.05M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Leeward Financial Partners held 18,943 shares of Vertiv worth $6.34M as of Q2 2026.
  • Leeward Financial Partners sold 937 Vertiv shares in Q2 2026, an estimated $297K.
  • Vertiv made up 1.66% of Leeward Financial Partners's portfolio in Q2 2026, its #17 holding.
  • Leeward Financial Partners first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • Leeward Financial Partners's Vertiv position peaked at $7.05M in Q3 2025.
  • 2,040 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.