NIM
VRT icon

NEOS Investment Management’s Vertiv VRT Stock Holding History

NEOS 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 		$20.7M Buy
61,679
+5,879
+11% +$1.86M 0.08% 182
2026
Q1 		$14M Buy
55,800
+12,033
+27% +$2.67M 0.07% 197
2025
Q4 		$7.09M Buy
43,767
+10,896
+33% +$1.89M 0.04% 283
2025
Q3 		$4.96M Buy
32,871
+2,298
+8% +$307K 0.04% 302
2025
Q2 		$3.93M Buy
30,573
+7,189
+31% +$699K 0.05% 278
2025
Q1 		$1.69M Buy
23,384
+18,644
+393% +$1.98M 0.03% 354
2024
Q4 		$539K Buy
+4,740
New +$563K 0.01% 495

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

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

NEOS Investment Management increased its Vertiv (VRT) stake by 11% in Q2 2026, buying an estimated $1.86M and bringing the position to 61,679 shares worth $20.7M. The position accounts for 0.08% of the portfolio, ranked #182.

NEOS Investment Management first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,057 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • NEOS Investment Management held 61,679 shares of Vertiv worth $20.7M as of Q2 2026.
  • NEOS Investment Management bought 5,879 Vertiv shares in Q2 2026, an estimated $1.86M.
  • Vertiv made up 0.08% of NEOS Investment Management's portfolio in Q2 2026, its #182 holding.
  • NEOS Investment Management first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,057 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.