NIA
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NIA Impact Advisors’s Vertiv VRT Stock Holding History

NIA Impact Advisors’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 		$4.51M Sell
13,472
-10,293
-43% -$3.26M 1.87% 24
2026
Q1 		$5.95M Sell
23,765
-5,508
-19% -$1.22M 2.65% 12
2025
Q4 		$4.74M Buy
29,273
+180
+0.6% +$31.3K 1.59% 21
2025
Q3 		$4.39M Buy
+29,093
New +$3.88M 1.43% 26

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

NIA Impact Advisors's VRT Position: Q2 2026 in Review

NIA Impact Advisors reduced its Vertiv (VRT) stake by 43% in Q2 2026, selling an estimated $3.26M and leaving 13,472 shares worth $4.51M. The position accounts for 1.87% of the portfolio, ranked #24.

NIA Impact Advisors first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.95M in Q1 2026. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • NIA Impact Advisors held 13,472 shares of Vertiv worth $4.51M as of Q2 2026.
  • NIA Impact Advisors sold 10,293 Vertiv shares in Q2 2026, an estimated $3.26M.
  • Vertiv made up 1.87% of NIA Impact Advisors's portfolio in Q2 2026, its #24 holding.
  • NIA Impact Advisors first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • NIA Impact Advisors's Vertiv position peaked at $5.95M in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on NIA Impact Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.