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Morse Asset Management’s Vertiv VRT Stock Holding History

Morse Asset 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 		$10.3M Sell
30,856
-75
-0.2% -$23.8K 1.71% 15
2026
Q1 		$7.75M Buy
30,931
+737
+2% +$164K 1.61% 15
2025
Q4 		$4.89M Buy
30,194
+2,204
+8% +$383K 0.98% 28
2025
Q3 		$4.22M Buy
27,990
+1,091
+4% +$146K 0.84% 36
2025
Q2 		$3.45M Sell
26,899
-1,388
-5% -$135K 0.76% 40
2025
Q1 		$2.04M Buy
28,287
+4,914
+21% +$523K 0.52% 52
2024
Q4 		$2.66M Buy
23,373
+12,258
+110% +$1.46M 0.61% 47
2024
Q3 		$1.11M Sell
11,115
-1,520
-12% -$126K 0.24% 86
2024
Q2 		$1.09M Buy
+12,635
New +$1.15M 0.27% 79

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

Morse Asset Management's VRT Position: Q2 2026 in Review

Morse Asset Management reduced its Vertiv (VRT) stake by 0.24% in Q2 2026, selling an estimated $23.8K and leaving 30,856 shares worth $10.3M. The position accounts for 1.71% of the portfolio, ranked #15.

Morse Asset Management first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,051 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Morse Asset Management held 30,856 shares of Vertiv worth $10.3M as of Q2 2026.
  • Morse Asset Management sold 75 Vertiv shares in Q2 2026, an estimated $23.8K.
  • Vertiv made up 1.71% of Morse Asset Management's portfolio in Q2 2026, its #15 holding.
  • Morse Asset Management first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.