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Richards, Merrill & Peterson’s Vertiv VRT Stock Holding History

Richards, Merrill & Peterson’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 		$261K Sell
780
-200
-20% -$63.4K 0.08% 169
2026
Q1 		$246K Buy
+980
New +$218K 0.09% 168
2025
Q2 		– Sell
-805
Closed -$58.1K – 466
2025
Q1 		$58.1K Buy
805
+725
+906% +$77.2K 0.03% 238
2024
Q4 		$9.09K Buy
+80
New +$9.5K ﹤0.01% 390

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

Richards, Merrill & Peterson's VRT Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Vertiv (VRT) stake by 20% in Q2 2026, selling an estimated $63.4K and leaving 780 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #169.

Richards, Merrill & Peterson first reported a position in VRT in Q4 2024 and has held it in 4 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Richards, Merrill & Peterson held 780 shares of Vertiv worth $261K as of Q2 2026.
  • Richards, Merrill & Peterson sold 200 Vertiv shares in Q2 2026, an estimated $63.4K.
  • Vertiv made up 0.08% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #169 holding.
  • Richards, Merrill & Peterson first reported a position in Vertiv in Q4 2024 and has held it in 4 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.