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Oak Harvest Investment Services’s Vertiv VRT Stock Holding History

Oak Harvest Investment Services’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 		$5.79M Sell
17,300
-10,058
-37% -$3.19M 0.54% 66
2026
Q1 		$6.86M Buy
27,358
+334
+1% +$74.1K 0.72% 49
2025
Q4 		$4.38M Sell
27,024
-3,626
-12% -$630K 0.48% 72
2025
Q3 		$4.62M Buy
30,650
+190
+0.6% +$25.3K 0.54% 61
2025
Q2 		$3.91M Buy
+30,460
New +$2.96M 0.49% 64
2024
Q3 		– Sell
-17,680
Closed -$1.53M – 142
2024
Q2 		$1.53M Buy
+17,680
New +$1.61M 0.24% 77

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Oak Harvest Investment Services's VRT Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its Vertiv (VRT) stake by 37% in Q2 2026, selling an estimated $3.19M and leaving 17,300 shares worth $5.79M. The position accounts for 0.54% of the portfolio, ranked #66.

Oak Harvest Investment Services first reported a position in VRT in Q2 2024 and has held it in 6 quarters since. The position peaked at $6.86M in Q1 2026. 1,374 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Oak Harvest Investment Services held 17,300 shares of Vertiv worth $5.79M as of Q2 2026.
  • Oak Harvest Investment Services sold 10,058 Vertiv shares in Q2 2026, an estimated $3.19M.
  • Vertiv made up 0.54% of Oak Harvest Investment Services's portfolio in Q2 2026, its #66 holding.
  • Oak Harvest Investment Services first reported a position in Vertiv in Q2 2024 and has held it in 6 quarters since.
  • Oak Harvest Investment Services's Vertiv position peaked at $6.86M in Q1 2026.
  • 1,374 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.