PIM
VRT icon

Plato Investment Management’s Vertiv VRT Stock Holding History

Plato Investment Management’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 		$4.91M Sell
14,740
-1,128
-7% -$358K 0.28% 79
2026
Q1 		$3.98M Buy
15,868
+7,406
+88% +$1.64M 0.27% 92
2025
Q4 		$1.38M Sell
8,462
-363
-4% -$63K 0.09% 221
2025
Q3 		$1.32M Buy
8,825
+6,457
+273% +$861K 0.09% 228
2025
Q2 		$303K Sell
2,368
-3,954
-63% -$385K 0.02% 382
2025
Q1 		$461K Sell
6,322
-13,191
-68% -$1.4M 0.04% 333
2024
Q4 		$2.22M Sell
19,513
-3,473
-15% -$412K 0.16% 135
2024
Q3 		$2.28M Sell
22,986
-1,107
-5% -$91.8K 0.19% 130
2024
Q2 		$2.09M Sell
24,093
-99
-0.4% -$9.01K 0.19% 118
2024
Q1 		$1.98M Buy
24,192
+21,254
+723% +$1.34M 0.2% 120
2023
Q4 		$141K Buy
+2,938
New +$125K 0.17% 124

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 $3.38T AUM 44.17% 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

Plato Investment Management's VRT Position: Q2 2026 in Review

Plato Investment Management reduced its Vertiv (VRT) stake by 7.1% in Q2 2026, selling an estimated $358K and leaving 14,740 shares worth $4.91M. The position accounts for 0.28% of the portfolio, ranked #79.

Plato Investment Management first reported a position in VRT in Q4 2023 and has held it in 11 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Plato Investment Management held 14,740 shares of Vertiv worth $4.91M as of Q2 2026.
  • Plato Investment Management sold 1,128 Vertiv shares in Q2 2026, an estimated $358K.
  • Vertiv made up 0.28% of Plato Investment Management's portfolio in Q2 2026, its #79 holding.
  • Plato Investment Management first reported a position in Vertiv in Q4 2023 and has held it in 11 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.