PS
VRT icon

Principal Securities’s Vertiv VRT Stock Holding History

Principal Securities’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 		$2.83M Buy
8,450
+380
+5% +$121K 0.03% 424
2026
Q1 		$2.02M Buy
8,070
+1,141
+16% +$253K 0.03% 491
2025
Q4 		$1.12M Buy
6,929
+1,101
+19% +$191K 0.02% 662
2025
Q3 		$879K Buy
5,828
+122
+2% +$16.3K 0.01% 703
2025
Q2 		$733K Buy
5,706
+558
+11% +$54.3K 0.01% 710
2025
Q1 		$585K Buy
5,148
+20
+0.4% +$2.13K 0.01% 718
2024
Q4 		$583K Buy
5,128
+2,131
+71% +$253K 0.01% 716
2024
Q3 		$298K Buy
2,997
+1,697
+131% +$141K 0.01% 935
2024
Q2 		$113K Buy
1,300
+352
+37% +$32K ﹤0.01% 1277
2024
Q1 		$77.4K Buy
948
+508
+115% +$31.9K ﹤0.01% 1376
2023
Q4 		$21.1K Buy
+440
New +$18.7K ﹤0.01% 1896

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Principal Securities's VRT Position: Q2 2026 in Review

Principal Securities increased its Vertiv (VRT) stake by 4.7% in Q2 2026, buying an estimated $121K and bringing the position to 8,450 shares worth $2.83M. The position accounts for 0.03% of the portfolio, ranked #424.

Principal Securities first reported a position in VRT in Q4 2023 and has held it in 11 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Principal Securities held 8,450 shares of Vertiv worth $2.83M as of Q2 2026.
  • Principal Securities bought 380 Vertiv shares in Q2 2026, an estimated $121K.
  • Vertiv made up 0.03% of Principal Securities's portfolio in Q2 2026, its #424 holding.
  • Principal Securities first reported a position in Vertiv in Q4 2023 and has held it in 11 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.