NERM
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New England Research & Management’s Vertiv VRT Stock Holding History

New England Research & 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 		$2.79M Buy
8,330
+3,380
+68% +$1.07M 1.09% 26
2026
Q1 		$1.24M Sell
4,950
-3,479
-41% -$772K 0.52% 63
2025
Q4 		$1.37M Sell
8,429
-5,681
-40% -$986K 0.6% 52
2025
Q3 		$2.13M Buy
14,110
+1,330
+10% +$177K 0.98% 28
2025
Q2 		$1.64M Buy
12,780
+2,537
+25% +$247K 0.78% 36
2025
Q1 		$740K Buy
+10,243
New +$1.09M 0.38% 82
2024
Q3 		– Sell
-10,700
Closed -$926K – 181
2024
Q2 		$926K Buy
+10,700
New +$974K 0.44% 73

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

New England Research & Management's VRT Position: Q2 2026 in Review

New England Research & Management increased its Vertiv (VRT) stake by 68% in Q2 2026, buying an estimated $1.07M and bringing the position to 8,330 shares worth $2.79M. The position accounts for 1.09% of the portfolio, ranked #26.

New England Research & Management first reported a position in VRT in Q2 2024 and has held it in 7 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • New England Research & Management held 8,330 shares of Vertiv worth $2.79M as of Q2 2026.
  • New England Research & Management bought 3,380 Vertiv shares in Q2 2026, an estimated $1.07M.
  • Vertiv made up 1.09% of New England Research & Management's portfolio in Q2 2026, its #26 holding.
  • New England Research & Management first reported a position in Vertiv in Q2 2024 and has held it in 7 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.