Regal Partners’s Vertiv VRT Stock Holding History

Regal 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	$335K	Sell	1,000 -4,000	-80%	-$1.27M	0.02%	112
2026 Q1	$1.25M	Buy	5,000 +2,500	+100%	+$555K	0.07%	64
2025 Q4	$405K	Hold	2,500	–	–	0.02%	91
2025 Q3	$377K	Buy	+2,500	New	+$333K	0.03%	68
2023 Q4	–	Sell	-11,000	Closed	-$409K	–	57
2023 Q3	$409K	Buy	+11,000	New	+$363K	0.09%	36

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Regal Partners's VRT Position: Q2 2026 in Review

Regal Partners reduced its Vertiv (VRT) stake by 80% in Q2 2026, selling an estimated $1.27M and leaving 1,000 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #112.

Regal Partners first reported a position in VRT in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.25M in Q1 2026. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Regal Partners held 1,000 shares of Vertiv worth $335K as of Q2 2026.
Regal Partners sold 4,000 Vertiv shares in Q2 2026, an estimated $1.27M.
Vertiv made up 0.02% of Regal Partners's portfolio in Q2 2026, its #112 holding.
Regal Partners first reported a position in Vertiv in Q3 2023 and has held it in 5 quarters since.
Regal Partners's Vertiv position peaked at $1.25M in Q1 2026.
2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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