Mackenzie Financial
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Mackenzie Financial’s Vertiv VRT Stock Holding History

Mackenzie Financial’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 		$90.2M Buy
269,508
+86,918
+48% +$27.6M 0.09% 183
2026
Q1 		$45.8M Buy
182,590
+111,553
+157% +$24.8M 0.05% 272
2025
Q4 		$11.7M Buy
71,037
+11,515
+19% +$2M 0.01% 475
2025
Q3 		$8.98M Buy
59,522
+9,291
+18% +$1.24M 0.01% 515
2025
Q2 		$6.45M Sell
50,231
-303
-0.6% -$29.5K 0.01% 556
2025
Q1 		$3.65M Sell
50,534
-53,653
-51% -$5.71M 0.01% 646
2024
Q4 		$11.8M Buy
104,187
+20,496
+24% +$2.43M 0.02% 437
2024
Q3 		$8.33M Sell
83,691
-171,595
-67% -$14.2M 0.01% 474
2024
Q2 		$22.1M Buy
255,286
+222,909
+688% +$20.3M 0.03% 315
2024
Q1 		$2.64M Buy
32,377
+10,735
+50% +$675K ﹤0.01% 680
2023
Q4 		$1.04M Buy
21,642
+3,478
+19% +$148K ﹤0.01% 859
2023
Q3 		$669K Buy
+18,164
New +$599K ﹤0.01% 935
2022
Q2 		– Sell
-1,949,767
Closed -$27.3M – 1552
2022
Q1 		$27.3M Sell
1,949,767
-1,118,092
-36% -$19.9M 0.04% 299
2021
Q4 		$76.6M Buy
3,067,859
+453,501
+17% +$11.3M 0.1% 193
2021
Q3 		$63M Sell
2,614,358
-103,074
-4% -$2.74M 0.09% 206
2021
Q2 		$74.2M Buy
2,717,432
+1,764,133
+185% +$42.2M 0.1% 191
2021
Q1 		$19.1M Buy
+953,299
New +$19.2M 0.03% 327

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

Mackenzie Financial's VRT Position: Q2 2026 in Review

Mackenzie Financial increased its Vertiv (VRT) stake by 48% in Q2 2026, buying an estimated $27.6M and bringing the position to 269,508 shares worth $90.2M. The position accounts for 0.09% of the portfolio, ranked #183.

Mackenzie Financial first reported a position in VRT in Q1 2021 and has held it in 17 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Mackenzie Financial held 269,508 shares of Vertiv worth $90.2M as of Q2 2026.
  • Mackenzie Financial bought 86,918 Vertiv shares in Q2 2026, an estimated $27.6M.
  • Vertiv made up 0.09% of Mackenzie Financial's portfolio in Q2 2026, its #183 holding.
  • Mackenzie Financial first reported a position in Vertiv in Q1 2021 and has held it in 17 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.