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Principal Street Partners’s Vertiv VRT Stock Holding History

Principal Street Partners’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 		$1.46M Sell
4,359
-487
-10% -$154K 0.21% 73
2026
Q1 		$1.21M Sell
4,846
-937
-16% -$208K 0.2% 72
2025
Q4 		$937K Sell
5,783
-409
-7% -$71K 0.16% 78
2025
Q3 		$934K Sell
6,192
-230
-4% -$30.7K 0.15% 83
2025
Q2 		$825K Sell
6,422
-1,419
-18% -$138K 0.08% 141
2025
Q1 		$566K Buy
7,841
+61
+0.8% +$6.49K 0.11% 118
2024
Q4 		$884K Sell
7,780
-7,327
-49% -$870K 0.17% 78
2024
Q3 		$1.43M Sell
15,107
-5,031
-25% -$417K 0.23% 69
2024
Q2 		$1.74M Buy
20,138
+37
+0.2% +$3.37K 0.31% 60
2024
Q1 		$1.68M Sell
20,101
-12,659
-39% -$795K 0.32% 61
2023
Q4 		$1.57M Sell
32,760
-2,697
-8% -$115K 0.38% 57
2023
Q3 		$1.32M Sell
35,457
-14,812
-29% -$488K 0.26% 70
2023
Q2 		$1.25M Buy
50,269
+13,321
+36% +$229K 0.3% 64
2023
Q1 		$529K Buy
36,948
+10,003
+37% +$147K 0.13% 113
2022
Q4 		$368K Sell
26,945
-6,947
-20% -$92.6K 0.09% 149
2022
Q3 		$329K Buy
33,892
+3,755
+12% +$42.2K 0.09% 154
2022
Q2 		$247K Buy
30,137
+2,372
+9% +$26.8K 0.06% 183
2022
Q1 		$389K Hold
27,765
– – 0.09% 161
2021
Q4 		$693K Sell
27,765
-94
-0.3% -$2.35K 0.17% 111
2021
Q3 		$671K Sell
27,859
-5,621
-17% -$149K 0.18% 95
2021
Q2 		$914K Buy
+33,480
New +$800K 0.24% 84

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

Principal Street Partners's VRT Position: Q2 2026 in Review

Principal Street Partners reduced its Vertiv (VRT) stake by 10% in Q2 2026, selling an estimated $154K and leaving 4,359 shares worth $1.46M. The position accounts for 0.21% of the portfolio, ranked #73.

Principal Street Partners first reported a position in VRT in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.74M in Q2 2024. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Principal Street Partners held 4,359 shares of Vertiv worth $1.46M as of Q2 2026.
  • Principal Street Partners sold 487 Vertiv shares in Q2 2026, an estimated $154K.
  • Vertiv made up 0.21% of Principal Street Partners's portfolio in Q2 2026, its #73 holding.
  • Principal Street Partners first reported a position in Vertiv in Q2 2021 and has held it in 21 quarters since.
  • Principal Street Partners's Vertiv position peaked at $1.74M in Q2 2024.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.