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&Partners’s Vertiv VRT Stock Holding History

&Partners’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 		$18.2M Buy
54,220
+10,505
+24% +$3.33M 0.07% 244
2026
Q1 		$11M Sell
43,715
-9,081
-17% -$2.02M 0.05% 299
2025
Q4 		$8.55M Buy
52,796
+13,306
+34% +$2.31M 0.04% 345
2025
Q3 		$5.96M Buy
39,490
+4,332
+12% +$578K 0.04% 378
2025
Q2 		$4.52M Buy
35,158
+6,848
+24% +$666K 0.03% 394
2025
Q1 		$2.12M Buy
28,310
+9,988
+55% +$1.06M 0.02% 522
2024
Q4 		$2.32M Buy
18,322
+10,719
+141% +$1.27M 0.03% 450
2024
Q3 		$757K Buy
+7,603
New +$630K 0.01% 679

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's VRT Position: Q2 2026 in Review

&Partners increased its Vertiv (VRT) stake by 24% in Q2 2026, buying an estimated $3.33M and bringing the position to 54,220 shares worth $18.2M. The position accounts for 0.07% of the portfolio, ranked #244.

&Partners first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • &Partners held 54,220 shares of Vertiv worth $18.2M as of Q2 2026.
  • &Partners bought 10,505 Vertiv shares in Q2 2026, an estimated $3.33M.
  • Vertiv made up 0.07% of &Partners's portfolio in Q2 2026, its #244 holding.
  • &Partners first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.