Patten Group’s Vertiv VRT Stock Holding History

Patten 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	$1.04M	Buy	+3,092	New	+$981K	0.16%	147
2025 Q4	–	Sell	-1,872	Closed	-$282K	–	318
2025 Q3	$282K	Buy	+1,872	New	+$250K	0.06%	238

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Patten Group's VRT Position: Q2 2026 in Review

Patten Group opened a new position in Vertiv (VRT) in Q2 2026: 3,092 shares worth $1.04M. The stake represents 0.16% of the portfolio and ranks #147 among its holdings. This is a return to the name: Patten Group previously reported a position in VRT as recently as Q3 2025.

Patten Group first reported a position in VRT in Q3 2025 and has held it in 2 quarters since. 2,057 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Patten Group held 3,092 shares of Vertiv worth $1.04M as of Q2 2026.
Vertiv was a new Patten Group position in Q2 2026.
Vertiv made up 0.16% of Patten Group's portfolio in Q2 2026, its #147 holding.
Patten Group first reported a position in Vertiv in Q3 2025 and has held it in 2 quarters since.
2,057 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.