SOAMC
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Spirit of America Management Corp’s Vertiv VRT Stock Holding History

Spirit of America Management Corp’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 		$4.75M Hold
14,200
– – 0.9% 28
2026
Q1 		$3.56M Buy
14,200
+300
+2% +$66.6K 0.7% 43
2025
Q4 		$2.25M Buy
13,900
+1,050
+8% +$182K 0.48% 57
2025
Q3 		$1.94M Buy
12,850
+1,150
+10% +$153K 0.39% 69
2025
Q2 		$1.5M Hold
11,700
– – 0.31% 86
2025
Q1 		$845K Buy
11,700
+4,650
+66% +$495K 0.17% 130
2024
Q4 		$801K Buy
7,050
+600
+9% +$71.2K 0.16% 130
2024
Q3 		$642K Buy
6,450
+2,900
+82% +$240K 0.13% 147
2024
Q2 		$307K Buy
+3,550
New +$323K 0.06% 209

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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Spirit of America Management Corp's VRT Position: Q2 2026 in Review

Spirit of America Management Corp held its Vertiv (VRT) position steady in Q2 2026 at 14,200 shares worth $4.75M. The position accounts for 0.9% of the portfolio, ranked #28.

Spirit of America Management Corp first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 1,417 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Spirit of America Management Corp held 14,200 shares of Vertiv worth $4.75M as of Q2 2026.
  • Spirit of America Management Corp left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.9% of Spirit of America Management Corp's portfolio in Q2 2026, its #28 holding.
  • Spirit of America Management Corp first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 1,417 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.