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NovaPoint Capital’s Vertiv VRT Stock Holding History

NovaPoint Capital’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 		$3.71M Buy
11,080
+219
+2% +$69.5K 0.77% 44
2026
Q1 		$2.72M Buy
10,861
+25
+0.2% +$5.55K 0.68% 51
2025
Q4 		$1.76M Buy
10,836
+205
+2% +$35.6K 0.45% 59
2025
Q3 		$1.6M Buy
+10,631
New +$1.42M 0.39% 63
2025
Q2 		– Sell
-8,937
Closed -$645K – 132
2025
Q1 		$645K Buy
+8,937
New +$951K 0.2% 81

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

NovaPoint Capital's VRT Position: Q2 2026 in Review

NovaPoint Capital increased its Vertiv (VRT) stake by 2% in Q2 2026, buying an estimated $69.5K and bringing the position to 11,080 shares worth $3.71M. The position accounts for 0.77% of the portfolio, ranked #44.

NovaPoint Capital first reported a position in VRT in Q1 2025 and has held it in 5 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • NovaPoint Capital held 11,080 shares of Vertiv worth $3.71M as of Q2 2026.
  • NovaPoint Capital bought 219 Vertiv shares in Q2 2026, an estimated $69.5K.
  • Vertiv made up 0.77% of NovaPoint Capital's portfolio in Q2 2026, its #44 holding.
  • NovaPoint Capital first reported a position in Vertiv in Q1 2025 and has held it in 5 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.