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Richmond Investment Services’s Vertiv VRT Stock Holding History

Richmond Investment Services’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 		$1.16M Sell
3,460
-3,883
-53% -$1.23M 0.37% 43
2026
Q1 		$1.84M Sell
7,343
-671
-8% -$149K 0.3% 59
2025
Q4 		$1.3M Buy
8,014
+684
+9% +$119K 0.22% 69
2025
Q3 		$1.11M Sell
7,330
-444
-6% -$59.2K 0.21% 71
2025
Q2 		$998K Buy
7,774
+1,655
+27% +$161K 0.21% 69
2025
Q1 		$442K Sell
6,119
-45
-0.7% -$4.79K 0.24% 65
2024
Q4 		$700K Buy
+6,164
New +$732K 0.39% 47

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

Richmond Investment Services's VRT Position: Q2 2026 in Review

Richmond Investment Services reduced its Vertiv (VRT) stake by 53% in Q2 2026, selling an estimated $1.23M and leaving 3,460 shares worth $1.16M. The position accounts for 0.37% of the portfolio, ranked #43.

Richmond Investment Services first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.84M in Q1 2026. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Richmond Investment Services held 3,460 shares of Vertiv worth $1.16M as of Q2 2026.
  • Richmond Investment Services sold 3,883 Vertiv shares in Q2 2026, an estimated $1.23M.
  • Vertiv made up 0.37% of Richmond Investment Services's portfolio in Q2 2026, its #43 holding.
  • Richmond Investment Services first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • Richmond Investment Services's Vertiv position peaked at $1.84M in Q1 2026.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.