OWIM
VRT icon

Old West Investment Management’s Vertiv VRT Stock Holding History

Old West 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 		$10.2M Buy
30,458
+1,625
+6% +$515K 1.08% 37
2026
Q1 		$7.22M Sell
28,833
-13,560
-32% -$3.01M 0.78% 41
2025
Q4 		$6.87M Buy
42,393
+3,949
+10% +$686K 1.23% 28
2025
Q3 		$5.8M Buy
38,444
+2,477
+7% +$330K 1.33% 25
2025
Q2 		$4.62M Buy
35,967
+1,962
+6% +$191K 1.52% 23
2025
Q1 		$2.46M Buy
34,005
+1,340
+4% +$143K 0.89% 36
2024
Q4 		$3.71M Buy
32,665
+4,293
+15% +$510K 1.5% 21
2024
Q3 		$2.82M Buy
28,372
+8,683
+44% +$720K 1.09% 27
2024
Q2 		$1.7M Buy
19,689
+3,808
+24% +$347K 0.75% 32
2024
Q1 		$1.3M Buy
15,881
+2,015
+15% +$127K 0.66% 33
2023
Q4 		$666K Buy
13,866
+6,936
+100% +$295K 0.34% 30
2023
Q3 		$258K Buy
+6,930
New +$228K 0.13% 39

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

Old West Investment Management's VRT Position: Q2 2026 in Review

Old West Investment Management increased its Vertiv (VRT) stake by 5.6% in Q2 2026, buying an estimated $515K and bringing the position to 30,458 shares worth $10.2M. The position accounts for 1.08% of the portfolio, ranked #37.

Old West Investment Management first reported a position in VRT in Q3 2023 and has held it in 12 quarters since. 2,056 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Old West Investment Management held 30,458 shares of Vertiv worth $10.2M as of Q2 2026.
  • Old West Investment Management bought 1,625 Vertiv shares in Q2 2026, an estimated $515K.
  • Vertiv made up 1.08% of Old West Investment Management's portfolio in Q2 2026, its #37 holding.
  • Old West Investment Management first reported a position in Vertiv in Q3 2023 and has held it in 12 quarters since.
  • 2,056 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Old West Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.