Oak Ridge Investments’s Vertiv VRT Stock Holding History

Oak Ridge Investments’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	$18.6M	Buy	55,500 +8,862	+19%	+$2.81M	1.05%	24
2026 Q1	$11.7M	Buy	46,638 +76	+0.2%	+$16.9K	0.77%	24
2025 Q4	$7.54M	Buy	46,562 +4,272	+10%	+$742K	0.46%	41
2025 Q3	$6.38M	Buy	42,290 +622	+1%	+$83K	0.41%	46
2025 Q2	$5.35M	Buy	41,668 +556	+1%	+$54.1K	0.38%	49
2025 Q1	$2.97M	Buy	41,112 +28,612	+229%	+$3.05M	0.25%	64
2024 Q4	$1.42M	Buy	12,500 +8,425	+207%	+$1M	0.11%	104
2024 Q3	$405K	Sell	4,075 -94	-2%	-$7.79K	0.04%	140
2024 Q2	$361K	Buy	+4,169	New	+$380K	0.03%	139

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Oak Ridge Investments's VRT Position: Q2 2026 in Review

Oak Ridge Investments increased its Vertiv (VRT) stake by 19% in Q2 2026, buying an estimated $2.81M and bringing the position to 55,500 shares worth $18.6M. The position accounts for 1.05% of the portfolio, ranked #24.

Oak Ridge Investments first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 523 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Oak Ridge Investments held 55,500 shares of Vertiv worth $18.6M as of Q2 2026.
Oak Ridge Investments bought 8,862 Vertiv shares in Q2 2026, an estimated $2.81M.
Vertiv made up 1.05% of Oak Ridge Investments's portfolio in Q2 2026, its #24 holding.
Oak Ridge Investments first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
523 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.