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New York Life Investment Management’s Vertiv VRT Stock Holding History

New York Life 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 		$20.6M Buy
61,651
+1,971
+3% +$625K 0.14% 121
2026
Q1 		$15M Buy
59,680
+57,355
+2,467% +$12.7M 0.13% 148
2025
Q4 		$377K Buy
+2,325
New +$404K ﹤0.01% 748

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New York Life Investment Management's VRT Position: Q2 2026 in Review

New York Life Investment Management increased its Vertiv (VRT) stake by 3.3% in Q2 2026, buying an estimated $625K and bringing the position to 61,651 shares worth $20.6M. The position accounts for 0.14% of the portfolio, ranked #121.

New York Life Investment Management first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 1,560 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • New York Life Investment Management held 61,651 shares of Vertiv worth $20.6M as of Q2 2026.
  • New York Life Investment Management bought 1,971 Vertiv shares in Q2 2026, an estimated $625K.
  • Vertiv made up 0.14% of New York Life Investment Management's portfolio in Q2 2026, its #121 holding.
  • New York Life Investment Management first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
  • 1,560 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.