Royal Fund Management’s Vertiv VRT Stock Holding History

Royal Fund Management’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 Q1	–	Sell	-239	Closed	-$749K	–	336
2025 Q4	$749K	Sell	239 -35	-13%	-$6.08K	0.07%	197
2025 Q3	$1.07M	Sell	274 -20,426	-99%	-$2.72M	0.13%	157
2025 Q2	$2.66M	Sell	20,700 -10,600	-34%	-$1.03M	0.26%	123
2025 Q1	$2.19M	Sell	31,300 -7,900	-20%	-$841K	0.24%	129
2024 Q4	$4.45M	Buy	39,200 +17,400	+80%	+$2.07M	0.42%	76
2024 Q3	$2.17M	Buy	+21,800	New	+$1.81M	0.13%	151
2024 Q1	–	Sell	-16,900	Closed	-$812K	–	342
2023 Q4	$812K	Buy	+16,900	New	+$720K	0.09%	199

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Royal Fund Management's VRT Position: Q2 2026 in Review

Royal Fund Management reduced its Vertiv (VRT) stake by 6.6% in Q2 2026, selling an estimated $496K and leaving 22,068 shares worth $7.39M. The position accounts for 0.62% of the portfolio, ranked #56.

Royal Fund Management first reported a position in VRT in Q4 2023 and has held it in 9 quarters since. The position peaked at $17.7M in Q4 2025. 444 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Royal Fund Management held 22,068 shares of Vertiv worth $7.39M as of Q2 2026.
Royal Fund Management sold 1,563 Vertiv shares in Q2 2026, an estimated $496K.
Vertiv made up 0.62% of Royal Fund Management's portfolio in Q2 2026, its #56 holding.
Royal Fund Management first reported a position in Vertiv in Q4 2023 and has held it in 9 quarters since.
Royal Fund Management's Vertiv position peaked at $17.7M in Q4 2025.
444 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.