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Navellier & Associates’s Vertiv VRT Stock Holding History

Navellier & 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 		$33.4M Buy
99,894
+4,816
+5% +$1.53M 2.65% 6
2026
Q1 		$23.8M Buy
95,078
+6,299
+7% +$1.4M 2.48% 6
2025
Q4 		$14.4M Buy
88,779
+19,144
+27% +$3.32M 1.61% 11
2025
Q3 		$10.5M Sell
69,635
-1,017
-1% -$136K 1.07% 20
2025
Q2 		$9.07M Sell
70,652
-5,923
-8% -$576K 1.12% 18
2025
Q1 		$7.26M Sell
76,575
-18,842
-20% -$2.01M 1% 21
2024
Q4 		$10.8M Buy
95,417
+3,676
+4% +$436K 1.3% 15
2024
Q3 		$9.13M Sell
91,741
-4,627
-5% -$384K 1.24% 15
2024
Q2 		$8.34M Buy
96,368
+14,006
+17% +$1.28M 0.98% 22
2024
Q1 		$6.73M Buy
+82,362
New +$5.18M 0.83% 25

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

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

Navellier & Associates increased its Vertiv (VRT) stake by 5.1% in Q2 2026, buying an estimated $1.53M and bringing the position to 99,894 shares worth $33.4M. The position accounts for 2.65% of the portfolio, ranked #6.

Navellier & Associates first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,057 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Navellier & Associates held 99,894 shares of Vertiv worth $33.4M as of Q2 2026.
  • Navellier & Associates bought 4,816 Vertiv shares in Q2 2026, an estimated $1.53M.
  • Vertiv made up 2.65% of Navellier & Associates's portfolio in Q2 2026, its #6 holding.
  • Navellier & Associates first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 2,057 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.