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Legacy Capital Group California’s Vertiv VRT Stock Holding History

Legacy Capital Group California’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 		$396K Buy
1,182
+15
+1% +$4.76K 0.12% 235
2026
Q1 		$292K Sell
1,167
-692
-37% -$154K 0.11% 240
2025
Q4 		$301K Buy
1,859
+57
+3% +$9.9K 0.07% 287
2025
Q3 		$272K Buy
1,802
+144
+9% +$19.2K 0.07% 299
2025
Q2 		$213K Buy
+1,658
New +$161K 0.06% 320

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

Legacy Capital Group California's VRT Position: Q2 2026 in Review

Legacy Capital Group California increased its Vertiv (VRT) stake by 1.3% in Q2 2026, buying an estimated $4.76K and bringing the position to 1,182 shares worth $396K. The position accounts for 0.12% of the portfolio, ranked #235.

Legacy Capital Group California first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Legacy Capital Group California held 1,182 shares of Vertiv worth $396K as of Q2 2026.
  • Legacy Capital Group California bought 15 Vertiv shares in Q2 2026, an estimated $4.76K.
  • Vertiv made up 0.12% of Legacy Capital Group California's portfolio in Q2 2026, its #235 holding.
  • Legacy Capital Group California first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.