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Signature Estate & Investment Advisors’s Vertiv VRT Stock Holding History

Signature Estate & Investment Advisors’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 		$24.5M Sell
73,148
-2,241
-3% -$711K 0.44% 39
2026
Q1 		$18.9M Sell
75,389
-50,559
-40% -$11.2M 0.38% 43
2025
Q4 		$20.4M Sell
125,948
-1,009
-0.8% -$175K 0.41% 38
2025
Q3 		$19.2M Buy
126,957
+1,230
+1% +$164K 0.41% 39
2025
Q2 		$16.1M Buy
125,727
+3,828
+3% +$372K 0.37% 40
2025
Q1 		$8.8M Buy
+121,899
New +$13M 0.23% 57

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Signature Estate & Investment Advisors's VRT Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Vertiv (VRT) stake by 3% in Q2 2026, selling an estimated $711K and leaving 73,148 shares worth $24.5M. The position accounts for 0.44% of the portfolio, ranked #39.

Signature Estate & Investment Advisors first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. 1,208 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Signature Estate & Investment Advisors held 73,148 shares of Vertiv worth $24.5M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 2,241 Vertiv shares in Q2 2026, an estimated $711K.
  • Vertiv made up 0.44% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #39 holding.
  • Signature Estate & Investment Advisors first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • 1,208 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.