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Savant Capital’s Vertiv VRT Stock Holding History

Savant Capital’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 		$3.13M Buy
10,880
+6,509
+149% +$2.06M 0.01% 505
2026
Q1 		$1.1M Buy
4,371
+761
+21% +$169K 0.01% 598
2025
Q4 		$585K Buy
3,610
+93
+3% +$16.1K ﹤0.01% 771
2025
Q3 		$531K Buy
3,517
+1,822
+107% +$243K ﹤0.01% 773
2025
Q2 		$218K Buy
+1,695
New +$165K ﹤0.01% 1114
2025
Q1 		– Sell
-42,261
Closed -$4.8M – 1432
2024
Q4 		$4.8M Buy
42,261
+1,012
+2% +$120K 0.04% 240
2024
Q3 		$4.1M Sell
41,249
-6,089
-13% -$505K 0.03% 257
2024
Q2 		$4.1M Buy
47,338
+985
+2% +$89.7K 0.04% 221
2024
Q1 		$3.79M Buy
+46,353
New +$2.91M 0.04% 223

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 $3.37T AUM 44.26% 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

Savant Capital's VRT Position: Q2 2026 in Review

Savant Capital increased its Vertiv (VRT) stake by 149% in Q2 2026, buying an estimated $2.06M and bringing the position to 10,880 shares worth $3.13M. The position accounts for 0.01% of the portfolio, ranked #505.

Savant Capital first reported a position in VRT in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.8M in Q4 2024. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Savant Capital held 10,880 shares of Vertiv worth $3.13M as of Q2 2026.
  • Savant Capital bought 6,509 Vertiv shares in Q2 2026, an estimated $2.06M.
  • Vertiv made up 0.01% of Savant Capital's portfolio in Q2 2026, its #505 holding.
  • Savant Capital first reported a position in Vertiv in Q1 2024 and has held it in 9 quarters since.
  • Savant Capital's Vertiv position peaked at $4.8M in Q4 2024.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.