MFG
VRT icon

Magnus Financial Group’s Vertiv VRT Stock Holding History

Magnus Financial Group’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 		$1.47M Buy
4,402
+1,499
+52% +$475K 0.1% 128
2026
Q1 		$727K Buy
2,903
+422
+17% +$93.7K 0.06% 180
2025
Q4 		$402K Buy
2,481
+908
+58% +$158K 0.03% 288
2025
Q3 		$237K Buy
+1,573
New +$210K 0.02% 364
2025
Q1 		– Sell
-2,135
Closed -$243K – 391
2024
Q4 		$243K Buy
+2,135
New +$254K 0.02% 309

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Magnus Financial Group's VRT Position: Q2 2026 in Review

Magnus Financial Group increased its Vertiv (VRT) stake by 52% in Q2 2026, buying an estimated $475K and bringing the position to 4,402 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #128.

Magnus Financial Group first reported a position in VRT in Q4 2024 and has held it in 5 quarters since. 523 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Magnus Financial Group held 4,402 shares of Vertiv worth $1.47M as of Q2 2026.
  • Magnus Financial Group bought 1,499 Vertiv shares in Q2 2026, an estimated $475K.
  • Vertiv made up 0.1% of Magnus Financial Group's portfolio in Q2 2026, its #128 holding.
  • Magnus Financial Group first reported a position in Vertiv in Q4 2024 and has held it in 5 quarters since.
  • 523 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.