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Schear Investment Advisers’s Vertiv VRT Stock Holding History

Schear Investment Advisers’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 		$5.42M Buy
16,200
+603
+4% +$191K 1.81% 17
2026
Q1 		$3.91M Buy
15,597
+897
+6% +$199K 1.72% 19
2025
Q4 		$2.38M Buy
14,700
+9,210
+168% +$1.6M 1.03% 33
2025
Q3 		$828K Buy
5,490
+395
+8% +$52.7K 0.37% 68
2025
Q2 		$654K Buy
+5,095
New +$495K 0.32% 72

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

Schear Investment Advisers's VRT Position: Q2 2026 in Review

Schear Investment Advisers increased its Vertiv (VRT) stake by 3.9% in Q2 2026, buying an estimated $191K and bringing the position to 16,200 shares worth $5.42M. The position accounts for 1.81% of the portfolio, ranked #17.

Schear Investment Advisers first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Schear Investment Advisers held 16,200 shares of Vertiv worth $5.42M as of Q2 2026.
  • Schear Investment Advisers bought 603 Vertiv shares in Q2 2026, an estimated $191K.
  • Vertiv made up 1.81% of Schear Investment Advisers's portfolio in Q2 2026, its #17 holding.
  • Schear Investment Advisers first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.