Presidio Capital Management’s Vertiv VRT Stock Holding History

Presidio Capital 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	$1.44M	Sell	4,303 -860	-17%	-$273K	0.36%	24
2026 Q1	$1.29M	Buy	5,163 +47	+0.9%	+$10.4K	0.38%	24
2025 Q4	$829K	Sell	5,116 -1,030	-17%	-$179K	0.25%	31
2025 Q3	$927K	Buy	6,146 +136	+2%	+$18.1K	0.33%	26
2025 Q2	$772K	Buy	6,010 +80	+1%	+$7.78K	0.3%	27
2025 Q1	$428K	Buy	5,930 +1,305	+28%	+$139K	0.17%	39
2024 Q4	$525K	Buy	4,625 +300	+7%	+$35.6K	0.28%	36
2024 Q3	$430K	Buy	+4,325	New	+$359K	0.28%	40

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Presidio Capital Management's VRT Position: Q2 2026 in Review

Presidio Capital Management reduced its Vertiv (VRT) stake by 17% in Q2 2026, selling an estimated $273K and leaving 4,303 shares worth $1.44M. The position accounts for 0.36% of the portfolio, ranked #24.

Presidio Capital Management first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. 433 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Presidio Capital Management held 4,303 shares of Vertiv worth $1.44M as of Q2 2026.
Presidio Capital Management sold 860 Vertiv shares in Q2 2026, an estimated $273K.
Vertiv made up 0.36% of Presidio Capital Management's portfolio in Q2 2026, its #24 holding.
Presidio Capital Management first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
433 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.