Raymond James Financial
VRT icon

Raymond James Financial’s Vertiv VRT Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-100
Closed -$10K – 6749
2025
Q2 		$10K Buy
+100
New +$9.72K ﹤0.01% 5925
2025
Q1 		– Sell
-400
Closed -$44K – 4971
2024
Q4 		$44K Buy
+400
New +$47.5K ﹤0.01% 4626

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

Raymond James Financial's VRT Position: Q2 2026 in Review

Raymond James Financial reduced its Vertiv (VRT) stake by 36% in Q2 2026, selling an estimated $221M and leaving 1,265,208 shares worth $424M. The position accounts for 0.11% of the portfolio, ranked #143.

Raymond James Financial first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $477M in Q1 2026. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Raymond James Financial held 1,265,208 shares of Vertiv worth $424M as of Q2 2026.
  • Raymond James Financial sold 697,323 Vertiv shares in Q2 2026, an estimated $221M.
  • Vertiv made up 0.11% of Raymond James Financial's portfolio in Q2 2026, its #143 holding.
  • Raymond James Financial first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Vertiv position peaked at $477M in Q1 2026.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.