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Optimist Retirement Group’s Vertiv VRT Stock Holding History

Optimist Retirement Group’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 		$826K Buy
2,468
+61
+3% +$19.3K 0.32% 54
2026
Q1 		$603K Sell
2,407
-55
-2% -$12.2K 0.27% 51
2025
Q4 		$399K Hold
2,462
– – 0.18% 70
2025
Q3 		$371K Sell
2,462
-690
-22% -$92K 0.17% 74
2025
Q2 		$405K Buy
3,152
+259
+9% +$25.2K 0.19% 58
2025
Q1 		$209K Buy
2,893
+600
+26% +$63.9K 0.1% 114
2024
Q4 		$261K Sell
2,293
-384
-14% -$45.6K 0.12% 81
2024
Q3 		$266K Sell
2,677
-76
-3% -$6.3K 0.12% 75
2024
Q2 		$238K Buy
2,753
+8
+0.3% +$728 0.13% 78
2024
Q1 		$224K Buy
+2,745
New +$172K 0.12% 84

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

Optimist Retirement Group's VRT Position: Q2 2026 in Review

Optimist Retirement Group increased its Vertiv (VRT) stake by 2.5% in Q2 2026, buying an estimated $19.3K and bringing the position to 2,468 shares worth $826K. The position accounts for 0.32% of the portfolio, ranked #54.

Optimist Retirement Group first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Optimist Retirement Group held 2,468 shares of Vertiv worth $826K as of Q2 2026.
  • Optimist Retirement Group bought 61 Vertiv shares in Q2 2026, an estimated $19.3K.
  • Vertiv made up 0.32% of Optimist Retirement Group's portfolio in Q2 2026, its #54 holding.
  • Optimist Retirement Group first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.