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Prime Capital Investment Advisors’s Vertiv VRT Stock Holding History

Prime Capital Investment Advisors’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 		$5.86M Sell
17,508
-528
-3% -$167K 0.06% 211
2026
Q1 		$4.52M Buy
18,036
+788
+5% +$175K 0.05% 236
2025
Q4 		$2.79M Buy
17,248
+1,534
+10% +$266K 0.03% 292
2025
Q3 		$2.37M Buy
15,714
+8,034
+105% +$1.07M 0.03% 312
2025
Q2 		$986K Sell
7,680
-4,239
-36% -$412K 0.01% 473
2025
Q1 		$861K Buy
11,919
+4,014
+51% +$427K 0.01% 537
2024
Q4 		$898K Buy
7,905
+84
+1% +$9.97K 0.01% 443
2024
Q3 		$778K Buy
7,821
+893
+13% +$74K 0.01% 490
2024
Q2 		$600K Buy
+6,928
New +$631K 0.01% 539

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Prime Capital Investment Advisors's VRT Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Vertiv (VRT) stake by 2.9% in Q2 2026, selling an estimated $167K and leaving 17,508 shares worth $5.86M. The position accounts for 0.06% of the portfolio, ranked #211.

Prime Capital Investment Advisors first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 1,513 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Prime Capital Investment Advisors held 17,508 shares of Vertiv worth $5.86M as of Q2 2026.
  • Prime Capital Investment Advisors sold 528 Vertiv shares in Q2 2026, an estimated $167K.
  • Vertiv made up 0.06% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #211 holding.
  • Prime Capital Investment Advisors first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 1,513 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.