Scopus Asset Management’s Vertiv VRT Stock Holding History

Scopus Asset 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	–	Sell	-40,000	Closed	-$10M	–	335
2026 Q1	$10M	Sell	40,000 -25,000	-38%	-$5.55M	0.17%	165
2025 Q4	$10.5M	Buy	+65,000	New	+$11.3M	0.17%	172
2025 Q2	–	Sell	-50,000	Closed	-$3.61M	–	314
2025 Q1	$3.61M	Sell	50,000 -145,000	-74%	-$15.4M	0.07%	200
2024 Q4	$22.2M	Buy	195,000 +95,000	+95%	+$11.3M	0.53%	66
2024 Q3	$9.95M	Sell	100,000 -75,000	-43%	-$6.22M	0.18%	158
2024 Q2	$15.1M	Sell	175,000 -325,000	-65%	-$29.6M	0.31%	108
2024 Q1	$40.8M	Buy	500,000 +200,000	+67%	+$12.6M	0.84%	32
2023 Q4	$14.4M	Buy	+300,000	New	+$12.8M	0.36%	92

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

Scopus Asset Management's VRT Position: Q2 2026 in Review

Scopus Asset Management increased its Vertiv (VRT) stake by 109% in Q2 2026, buying an estimated $8.41M and bringing the position to 50,930 shares worth $17.1M. The position accounts for 0.24% of the portfolio, ranked #143.

Scopus Asset Management first reported a position in VRT in Q1 2020 and has held it in 19 quarters since. The position peaked at $29M in Q4 2020. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Scopus Asset Management held 50,930 shares of Vertiv worth $17.1M as of Q2 2026.
Scopus Asset Management bought 26,517 Vertiv shares in Q2 2026, an estimated $8.41M.
Vertiv made up 0.24% of Scopus Asset Management's portfolio in Q2 2026, its #143 holding.
Scopus Asset Management first reported a position in Vertiv in Q1 2020 and has held it in 19 quarters since.
Scopus Asset Management's Vertiv position peaked at $29M in Q4 2020.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Scopus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.