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Shelton Capital Management’s Vertiv VRT Stock Holding History

Shelton Capital 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 		$3.71M Sell
11,095
-1,000
-8% -$317K 0.07% 173
2026
Q1 		$3.03M Buy
12,095
+2,025
+20% +$450K 0.07% 190
2025
Q4 		$1.63M Hold
10,070
– – 0.03% 237
2025
Q3 		$1.52M Buy
10,070
+70
+0.7% +$9.34K 0.03% 238
2025
Q2 		$1.28M Buy
10,000
+5,000
+100% +$486K 0.03% 253
2025
Q1 		$361K Hold
5,000
– – 0.01% 411
2024
Q4 		$568K Buy
+5,000
New +$594K 0.01% 321

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

Shelton Capital Management's VRT Position: Q2 2026 in Review

Shelton Capital Management reduced its Vertiv (VRT) stake by 8.3% in Q2 2026, selling an estimated $317K and leaving 11,095 shares worth $3.71M. The position accounts for 0.07% of the portfolio, ranked #173.

Shelton Capital Management first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Shelton Capital Management held 11,095 shares of Vertiv worth $3.71M as of Q2 2026.
  • Shelton Capital Management sold 1,000 Vertiv shares in Q2 2026, an estimated $317K.
  • Vertiv made up 0.07% of Shelton Capital Management's portfolio in Q2 2026, its #173 holding.
  • Shelton Capital Management first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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