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Smartleaf Asset Management’s Vertiv VRT Stock Holding History

Smartleaf 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 		$932K Hold
3,037
– – 0.03% 430
2026
Q1 		$711K Buy
3,037
+407
+15% +$90.3K 0.03% 461
2025
Q4 		$432K Buy
2,630
+293
+13% +$50.9K 0.02% 566
2025
Q3 		$335K Buy
2,337
+999
+75% +$133K 0.02% 574
2025
Q2 		$170K Sell
1,338
-408
-23% -$39.7K 0.02% 628
2025
Q1 		$130K Buy
1,746
+506
+41% +$53.9K 0.01% 729
2024
Q4 		$144K Buy
1,240
+592
+91% +$70.3K 0.01% 666
2024
Q3 		$63.8K Buy
648
+458
+241% +$38K 0.01% 836
2024
Q2 		$16.5K Buy
190
+128
+206% +$11.7K ﹤0.01% 1129
2024
Q1 		$5.02K Buy
+62
New +$3.9K ﹤0.01% 1215

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

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

Smartleaf Asset Management held its Vertiv (VRT) position steady in Q2 2026 at 3,037 shares worth $932K. The position accounts for 0.03% of the portfolio, ranked #430.

Smartleaf Asset Management first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Smartleaf Asset Management held 3,037 shares of Vertiv worth $932K as of Q2 2026.
  • Smartleaf Asset Management left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.03% of Smartleaf Asset Management's portfolio in Q2 2026, its #430 holding.
  • Smartleaf Asset Management first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.