RFM
VRT icon

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
Q2 		$33.5K Buy
+100
New +$31.7K ﹤0.01% 287
2026
Q1 		– Sell
-8
Closed -$10.4K – 337
2025
Q4 		$10.4K Buy
8
+6
+300% +$1.04K ﹤0.01% 274
2025
Q3 		$366 Sell
2
-198
-99% -$26.4K ﹤0.01% 276
2025
Q2 		$25.7K Buy
+200
New +$19.4K ﹤0.01% 321

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
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. 451 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.
  • 451 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.