Sanders Morris Harris’s Vertiv VRT Stock Holding History

Sanders Morris Harris’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	–	Sell	-7,000	Closed	-$1.75M	–	274
2026 Q1	$1.75M	Buy	+7,000	New	+$1.55M	0.28%	81
2025 Q4	–	Sell	-7,000	Closed	-$1.06M	–	284
2025 Q3	$1.06M	Buy	+7,000	New	+$934K	0.14%	108
2025 Q2	–	Sell	-7,250	Closed	-$545K	–	296
2025 Q1	$545K	Buy	7,250 +250	+4%	+$26.6K	0.08%	148
2024 Q4	$795K	Hold	7,000	–	–	0.12%	124
2024 Q3	$696K	Hold	7,000	–	–	0.12%	124
2024 Q2	$606K	Hold	7,000	–	–	0.1%	135
2024 Q1	$572K	Hold	7,000	–	–	0.11%	144
2023 Q4	$338K	Hold	7,000	–	–	0.17%	137
2023 Q3	$266K	Buy	+7,000	New	+$231K	0.05%	205

Other funds holding VRT

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Sanders Morris Harris's VRT Position: Q2 2026 in Review

Sanders Morris Harris sold out of Vertiv (VRT) in Q2 2026, closing a stake of 7,000 shares — an estimated $1.75M sold.

Sanders Morris Harris first reported a position in VRT in Q3 2023 and held it in 9 quarters. The position peaked at $1.75M in Q1 2026. 300 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Sanders Morris Harris reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 7,000 Vertiv shares in Q2 2026, an estimated $1.75M.
Sanders Morris Harris first reported a position in Vertiv in Q3 2023 and held it in 9 quarters.
Sanders Morris Harris's Vertiv position peaked at $1.75M in Q1 2026.
300 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.