RCYC
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Richard C. Young & Co’s Vertiv VRT Stock Holding History

Richard C. Young & Co’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 		$33.4M Sell
99,685
-311
-0.3% -$98.6K 2.46% 11
2026
Q1 		$25.1M Buy
99,996
+746
+0.8% +$166K 2.08% 14
2025
Q4 		$16.1M Buy
99,250
+11,350
+13% +$1.97M 1.44% 35
2025
Q3 		$13.3M Buy
+87,900
New +$11.7M 1.23% 39

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Richard C. Young & Co's VRT Position: Q2 2026 in Review

Richard C. Young & Co reduced its Vertiv (VRT) stake by 0.31% in Q2 2026, selling an estimated $98.6K and leaving 99,685 shares worth $33.4M. The position accounts for 2.46% of the portfolio, ranked #11.

Richard C. Young & Co first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 702 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Richard C. Young & Co held 99,685 shares of Vertiv worth $33.4M as of Q2 2026.
  • Richard C. Young & Co sold 311 Vertiv shares in Q2 2026, an estimated $98.6K.
  • Vertiv made up 2.46% of Richard C. Young & Co's portfolio in Q2 2026, its #11 holding.
  • Richard C. Young & Co first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • 702 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.