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Neo Ivy Capital Management’s Vertiv VRT Stock Holding History

Neo Ivy 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
Q1 		$603K Buy
+2,405
New +$534K 0.16% 190
2025
Q4 		– Sell
-7,984
Closed -$1.2M – 539
2025
Q3 		$1.2M Buy
+7,984
New +$1.06M 0.29% 121
2025
Q2 		– Sell
-20,608
Closed -$1.49M – 490
2025
Q1 		$1.49M Buy
+20,608
New +$2.19M 0.47% 97

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Neo Ivy Capital Management's VRT Position: Q1 2026 in Review

Neo Ivy Capital Management opened a new position in Vertiv (VRT) in Q1 2026: 2,405 shares worth $603K. The stake represents 0.16% of the portfolio and ranks #190 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in VRT as recently as Q3 2025.

Neo Ivy Capital Management first reported a position in VRT in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.49M in Q1 2025. 1,830 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Neo Ivy Capital Management held 2,405 shares of Vertiv worth $603K as of Q1 2026.
  • Vertiv was a new Neo Ivy Capital Management position in Q1 2026.
  • Vertiv made up 0.16% of Neo Ivy Capital Management's portfolio in Q1 2026, its #190 holding.
  • Neo Ivy Capital Management first reported a position in Vertiv in Q1 2025 and has held it in 3 quarters since.
  • Neo Ivy Capital Management's Vertiv position peaked at $1.49M in Q1 2025.
  • 1,830 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.