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McBroom & Associates’s Vertiv VRT Stock Holding History

McBroom & Associates’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 		$6.46M Buy
+19,295
New +$6.12M 3.25% 15

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

McBroom & Associates's VRT Position: Q2 2026 in Review

McBroom & Associates opened a new position in Vertiv (VRT) in Q2 2026: 19,295 shares worth $6.46M. The stake represents 3.25% of the portfolio and ranks #15 among its holdings.

861 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • McBroom & Associates held 19,295 shares of Vertiv worth $6.46M as of Q2 2026.
  • Vertiv was a new McBroom & Associates position in Q2 2026.
  • Vertiv made up 3.25% of McBroom & Associates's portfolio in Q2 2026, its #15 holding.
  • 861 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.