NIM
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Needham Investment Management’s Vertiv VRT Stock Holding History

Needham 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 		$95.7M Buy
285,750
+500
+0.2% +$159K 2.88% 6
2026
Q1 		$71.5M Hold
285,250
– – 3.65% 3
2025
Q4 		$46.2M Buy
285,250
+1,250
+0.4% +$217K 2.92% 5
2025
Q3 		$42.8M Sell
284,000
-750
-0.3% -$100K 2.99% 5
2025
Q2 		$36.6M Hold
284,750
– – 2.92% 4
2025
Q1 		$20.6M Sell
284,750
-250
-0.1% -$26.6K 1.93% 11
2024
Q4 		$32.4M Sell
285,000
-3,000
-1% -$356K 2.5% 6
2024
Q3 		$28.7M Buy
288,000
+26,500
+10% +$2.2M 2.2% 7
2024
Q2 		$22.6M Buy
261,500
+15,000
+6% +$1.37M 1.86% 10
2024
Q1 		$20.1M Buy
246,500
+13,000
+6% +$817K 1.87% 10
2023
Q4 		$11.2M Buy
233,500
+8,500
+4% +$362K 1.42% 20
2023
Q3 		$8.37M Sell
225,000
-32,500
-13% -$1.07M 1.42% 20
2023
Q2 		$6.38M Hold
257,500
– – 1.05% 29
2023
Q1 		$3.68M Hold
257,500
– – 0.64% 51
2022
Q4 		$3.52M Hold
257,500
– – 0.64% 52
2022
Q3 		$2.5M Buy
257,500
+5,000
+2% +$56.2K 0.49% 54
2022
Q2 		$2.08M Buy
252,500
+28,000
+12% +$317K 0.39% 65
2022
Q1 		$3.14M Buy
224,500
+182,000
+428% +$3.24M 0.46% 62
2021
Q4 		$1.06M Buy
+42,500
New +$1.06M 0.13% 88

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

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

Needham Investment Management increased its Vertiv (VRT) stake by 0.18% in Q2 2026, buying an estimated $159K and bringing the position to 285,750 shares worth $95.7M. The position accounts for 2.88% of the portfolio, ranked #6.

Needham Investment Management first reported a position in VRT in Q4 2021 and has held it in 19 quarters since. 2,058 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Needham Investment Management held 285,750 shares of Vertiv worth $95.7M as of Q2 2026.
  • Needham Investment Management bought 500 Vertiv shares in Q2 2026, an estimated $159K.
  • Vertiv made up 2.88% of Needham Investment Management's portfolio in Q2 2026, its #6 holding.
  • Needham Investment Management first reported a position in Vertiv in Q4 2021 and has held it in 19 quarters since.
  • 2,058 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.