PCIG
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Partners Capital Investment Group’s Vertiv VRT Stock Holding History

Partners Capital Investment 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 		$643K Sell
1,920
-400
-17% -$127K 0.02% 129
2026
Q1 		$581K Sell
2,320
-500
-18% -$111K 0.02% 127
2025
Q4 		$457K Sell
2,820
-461
-14% -$80K 0.02% 126
2025
Q3 		$495K Sell
3,281
-557
-15% -$74.3K 0.02% 127
2025
Q2 		$493K Buy
+3,838
New +$373K 0.02% 127

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

Partners Capital Investment Group's VRT Position: Q2 2026 in Review

Partners Capital Investment Group reduced its Vertiv (VRT) stake by 17% in Q2 2026, selling an estimated $127K and leaving 1,920 shares worth $643K. The position accounts for 0.02% of the portfolio, ranked #129.

Partners Capital Investment Group first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Partners Capital Investment Group held 1,920 shares of Vertiv worth $643K as of Q2 2026.
  • Partners Capital Investment Group sold 400 Vertiv shares in Q2 2026, an estimated $127K.
  • Vertiv made up 0.02% of Partners Capital Investment Group's portfolio in Q2 2026, its #129 holding.
  • Partners Capital Investment Group first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.