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Rothschild Investment LLC’s Vertiv VRT Stock Holding History

Rothschild Investment LLC’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 		$1.76M Buy
5,244
+820
+19% +$260K 0.07% 271
2026
Q1 		$1.11M Buy
4,424
+1,739
+65% +$386K 0.06% 256
2025
Q4 		$435K Buy
2,685
+61
+2% +$10.6K 0.02% 396
2025
Q3 		$396K Buy
2,624
+876
+50% +$117K 0.02% 406
2025
Q2 		$224K Buy
1,748
+12
+0.7% +$1.17K 0.01% 484
2025
Q1 		$125K Buy
1,736
+327
+23% +$34.8K 0.01% 589
2024
Q4 		$160K Buy
1,409
+194
+16% +$23K 0.01% 553
2024
Q3 		$121K Buy
1,215
+51
+4% +$4.23K 0.01% 612
2024
Q2 		$101K Buy
1,164
+663
+132% +$60.4K 0.01% 619
2024
Q1 		$40.9K Buy
501
+391
+355% +$24.6K ﹤0.01% 769
2023
Q4 		$5.28K Buy
+110
New +$4.68K ﹤0.01% 1075

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

Rothschild Investment LLC's VRT Position: Q2 2026 in Review

Rothschild Investment LLC increased its Vertiv (VRT) stake by 19% in Q2 2026, buying an estimated $260K and bringing the position to 5,244 shares worth $1.76M. The position accounts for 0.07% of the portfolio, ranked #271.

Rothschild Investment LLC first reported a position in VRT in Q4 2023 and has held it in 11 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Rothschild Investment LLC held 5,244 shares of Vertiv worth $1.76M as of Q2 2026.
  • Rothschild Investment LLC bought 820 Vertiv shares in Q2 2026, an estimated $260K.
  • Vertiv made up 0.07% of Rothschild Investment LLC's portfolio in Q2 2026, its #271 holding.
  • Rothschild Investment LLC first reported a position in Vertiv in Q4 2023 and has held it in 11 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.