MIM
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MTM Investment Management’s Vertiv VRT Stock Holding History

MTM Investment 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 		– Sell
-30
Closed -$7.52K – 734
2026
Q1 		$7.52K Hold
30
– – ﹤0.01% 558
2025
Q4 		$4.86K Hold
30
– – ﹤0.01% 591
2025
Q3 		$4.53K Hold
30
– – ﹤0.01% 609
2025
Q2 		$3.85K Buy
+30
New +$2.92K ﹤0.01% 627

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 $3.38T AUM 44.17% 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

MTM Investment Management's VRT Position: Q2 2026 in Review

MTM Investment Management sold out of Vertiv (VRT) in Q2 2026, closing a stake of 30 shares — an estimated $7.52K sold.

MTM Investment Management first reported a position in VRT in Q2 2025 and held it in 4 quarters. The position peaked at $7.52K in Q1 2026. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • MTM Investment Management reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
  • MTM Investment Management sold 30 Vertiv shares in Q2 2026, an estimated $7.52K.
  • MTM Investment Management first reported a position in Vertiv in Q2 2025 and held it in 4 quarters.
  • MTM Investment Management's Vertiv position peaked at $7.52K in Q1 2026.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.