MV Capital Management’s Vertiv VRT Stock Holding History

MV Capital 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 Q3	$35K	Sell	145 -11	-7%	-$3K	﹤0.01%	371
2026 Q2	$52.2K	Buy	156 +11	+8%	+$3.49K	﹤0.01%	312
2026 Q1	$36.3K	Buy	145 +20	+16%	+$4.44K	﹤0.01%	365
2025 Q4	$20.3K	Hold	125	–	–	﹤0.01%	442
2025 Q3	$18.9K	Hold	125	–	–	﹤0.01%	444
2025 Q2	$16.1K	Buy	125 +28	+29%	+$2.72K	﹤0.01%	467
2025 Q1	$7K	Buy	97 +20	+26%	+$2.13K	﹤0.01%	571
2024 Q4	$8.75K	Buy	77 +3	+4%	+$356	﹤0.01%	536
2024 Q3	$7.36K	Buy	74 +68	+1,133%	+$5.64K	﹤0.01%	581
2024 Q2	$520	Buy	+6	New	+$546	﹤0.01%	731

Other funds holding VRT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

MV Capital Management's VRT Position: Q3 2026 in Review

MV Capital Management reduced its Vertiv (VRT) stake by 7.1% in Q3 2026, selling an estimated $3K and leaving 145 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

MV Capital Management first reported a position in VRT in Q2 2024 and has held it in 10 quarters since. The position peaked at $52.2K in Q2 2026. 1,053 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

MV Capital Management held 145 shares of Vertiv worth $35K as of Q3 2026.
MV Capital Management sold 11 Vertiv shares in Q3 2026, an estimated $3K.
Vertiv made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #371 holding.
MV Capital Management first reported a position in Vertiv in Q2 2024 and has held it in 10 quarters since.
MV Capital Management's Vertiv position peaked at $52.2K in Q2 2026.
1,053 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.