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Pinnacle Associates’s Vertiv VRT Stock Holding History

Pinnacle Associates’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 		$16.7M Buy
49,817
+1,047
+2% +$332K 0.18% 124
2026
Q1 		$12.2M Sell
48,770
-504
-1% -$112K 0.16% 140
2025
Q4 		$7.98M Buy
49,274
+3,984
+9% +$692K 0.1% 193
2025
Q3 		$6.83M Sell
45,290
-1,622
-3% -$216K 0.09% 212
2025
Q2 		$6.02M Buy
46,912
+3,818
+9% +$371K 0.09% 212
2025
Q1 		$3.11M Buy
+43,094
New +$4.59M 0.05% 308

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pinnacle Associates's VRT Position: Q2 2026 in Review

Pinnacle Associates increased its Vertiv (VRT) stake by 2.1% in Q2 2026, buying an estimated $332K and bringing the position to 49,817 shares worth $16.7M. The position accounts for 0.18% of the portfolio, ranked #124.

Pinnacle Associates first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. 911 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Pinnacle Associates held 49,817 shares of Vertiv worth $16.7M as of Q2 2026.
  • Pinnacle Associates bought 1,047 Vertiv shares in Q2 2026, an estimated $332K.
  • Vertiv made up 0.18% of Pinnacle Associates's portfolio in Q2 2026, its #124 holding.
  • Pinnacle Associates first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • 911 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.