LOIM
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Liberty One Investment Management’s Vertiv VRT Stock Holding History

Liberty One 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 		$473K Buy
1,414
+44
+3% +$14K 0.05% 125
2026
Q1 		$343K Buy
1,370
+265
+24% +$58.8K 0.04% 138
2025
Q4 		$179K Sell
1,105
-1,961
-64% -$340K 0.02% 129
2025
Q3 		$466K Buy
3,066
+1,046
+52% +$140K 0.03% 125
2025
Q2 		$259K Buy
2,020
+137
+7% +$13.3K 0.03% 133
2025
Q1 		$136K Buy
1,883
+192
+11% +$20.4K 0.01% 146
2024
Q4 		$192K Buy
1,691
+7
+0.4% +$831 0.02% 137
2024
Q3 		$168K Sell
1,684
-126
-7% -$10.4K 0.02% 139
2024
Q2 		$157K Sell
1,810
-1,295
-42% -$118K 0.02% 148
2024
Q1 		$254K Buy
+3,105
New +$195K 0.03% 123

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

Liberty One Investment Management's VRT Position: Q2 2026 in Review

Liberty One Investment Management increased its Vertiv (VRT) stake by 3.2% in Q2 2026, buying an estimated $14K and bringing the position to 1,414 shares worth $473K. The position accounts for 0.05% of the portfolio, ranked #125.

Liberty One Investment Management first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,058 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Liberty One Investment Management held 1,414 shares of Vertiv worth $473K as of Q2 2026.
  • Liberty One Investment Management bought 44 Vertiv shares in Q2 2026, an estimated $14K.
  • Vertiv made up 0.05% of Liberty One Investment Management's portfolio in Q2 2026, its #125 holding.
  • Liberty One Investment Management first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 2,058 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.