Ruggiero Investments’s Vertiv VRT Stock Holding History

Ruggiero Investments’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	$727K	Buy	2,172 +601	+38%	+$191K	0.61%	34
2026 Q1	$394K	Hold	1,571	–	–	0.38%	44
2025 Q4	$255K	Buy	+1,571	New	+$273K	0.23%	64

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ruggiero Investments's VRT Position: Q2 2026 in Review

Ruggiero Investments increased its Vertiv (VRT) stake by 38% in Q2 2026, buying an estimated $191K and bringing the position to 2,172 shares worth $727K. The position accounts for 0.61% of the portfolio, ranked #34.

Ruggiero Investments first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,047 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Ruggiero Investments held 2,172 shares of Vertiv worth $727K as of Q2 2026.
Ruggiero Investments bought 601 Vertiv shares in Q2 2026, an estimated $191K.
Vertiv made up 0.61% of Ruggiero Investments's portfolio in Q2 2026, its #34 holding.
Ruggiero Investments first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
2,047 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Ruggiero Investments's 13F filing for Q2 2026, filed 14 Aug 2026.