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Steel Grove Capital Advisors’s Vertiv VRT Stock Holding History

Steel Grove Capital 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 		$2.01M Hold
5,999
– – 0.19% 60
2026
Q1 		$1.5M Buy
5,999
+4
+0.1% +$888 0.16% 81
2025
Q4 		$971K Buy
5,995
+495
+9% +$85.9K 0.1% 94
2025
Q3 		$706K Hold
5,500
– – 0.08% 108
2025
Q2 		$706K Hold
5,500
– – 0.08% 109
2025
Q1 		$397K Hold
5,500
– – 0.06% 124
2024
Q4 		$625K Sell
5,500
-250
-4% -$29.7K 0.09% 102
2024
Q3 		$566K Buy
5,750
+750
+15% +$62.2K 0.08% 110
2024
Q2 		$433K Hold
5,000
– – 0.06% 125
2024
Q1 		$408K Buy
+5,000
New +$314K 0.05% 140

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

Steel Grove Capital Advisors's VRT Position: Q2 2026 in Review

Steel Grove Capital Advisors held its Vertiv (VRT) position steady in Q2 2026 at 5,999 shares worth $2.01M. The position accounts for 0.19% of the portfolio, ranked #60.

Steel Grove Capital Advisors first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Steel Grove Capital Advisors held 5,999 shares of Vertiv worth $2.01M as of Q2 2026.
  • Steel Grove Capital Advisors left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.19% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #60 holding.
  • Steel Grove Capital Advisors first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.