MG
VRT icon

Mather Group’s Vertiv VRT Stock Holding History

Mather 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 		$481K Buy
1,435
+998
+228% +$317K ﹤0.01% 547
2026
Q1 		$110K Buy
+437
New +$97K ﹤0.01% 870
2025
Q4 		– Sell
-151
Closed -$22.8K – 1628
2025
Q3 		$22.8K Buy
+151
New +$20.1K ﹤0.01% 1089
2025
Q2 		– Sell
-216
Closed -$15.6K – 1694
2025
Q1 		$15.6K Sell
216
-135
-38% -$14.4K ﹤0.01% 1147
2024
Q4 		$39.9K Buy
351
+199
+131% +$23.6K ﹤0.01% 917
2024
Q3 		$15.1K Sell
152
-199
-57% -$16.5K ﹤0.01% 1111
2024
Q2 		$28.7K Buy
351
+200
+132% +$18.2K ﹤0.01% 1162
2024
Q1 		$7.25K Buy
+151
New +$9.49K ﹤0.01% 1277

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

Mather Group's VRT Position: Q2 2026 in Review

Mather Group increased its Vertiv (VRT) stake by 228% in Q2 2026, buying an estimated $317K and bringing the position to 1,435 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Mather Group first reported a position in VRT in Q1 2024 and has held it in 8 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Mather Group held 1,435 shares of Vertiv worth $481K as of Q2 2026.
  • Mather Group bought 998 Vertiv shares in Q2 2026, an estimated $317K.
  • Vertiv made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #547 holding.
  • Mather Group first reported a position in Vertiv in Q1 2024 and has held it in 8 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.