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Sit Investment Associates’s Vertiv VRT Stock Holding History

Sit Investment Associates’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 		$17.9M Hold
53,385
– – 0.34% 74
2026
Q1 		$13.4M Buy
53,385
+387
+0.7% +$85.9K 0.27% 93
2025
Q4 		$8.59M Sell
52,998
-2,175
-4% -$378K 0.17% 148
2025
Q3 		$8.32M Buy
55,173
+936
+2% +$125K 0.17% 142
2025
Q2 		$6.96M Buy
54,237
+1,088
+2% +$106K 0.15% 157
2025
Q1 		$3.84M Buy
53,149
+7,249
+16% +$772K 0.09% 233
2024
Q4 		$5.21M Buy
45,900
+948
+2% +$113K 0.12% 200
2024
Q3 		$4.47M Buy
44,952
+36,137
+410% +$3M 0.1% 221
2024
Q2 		$763K Buy
+8,815
New +$803K 0.02% 380

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

Sit Investment Associates's VRT Position: Q2 2026 in Review

Sit Investment Associates held its Vertiv (VRT) position steady in Q2 2026 at 53,385 shares worth $17.9M. The position accounts for 0.34% of the portfolio, ranked #74.

Sit Investment Associates first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Sit Investment Associates held 53,385 shares of Vertiv worth $17.9M as of Q2 2026.
  • Sit Investment Associates left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.34% of Sit Investment Associates's portfolio in Q2 2026, its #74 holding.
  • Sit Investment Associates first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.