Steigerwald Gordon & Koch’s Vertiv VRT Stock Holding History

Steigerwald Gordon & Koch’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	$205K	Hold	613	–	–	0.02%	151
2026 Q1	$154K	Hold	613	–	–	0.02%	166
2025 Q4	$99.3K	Buy	613 +34	+6%	+$5.9K	0.01%	214
2025 Q3	$87.4K	Buy	+579	New	+$77.2K	0.01%	221

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Steigerwald Gordon & Koch's VRT Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Vertiv (VRT) position steady in Q2 2026 at 613 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #151.

Steigerwald Gordon & Koch first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Steigerwald Gordon & Koch held 613 shares of Vertiv worth $205K as of Q2 2026.
Steigerwald Gordon & Koch left its Vertiv share count unchanged in Q2 2026.
Vertiv made up 0.02% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #151 holding.
Steigerwald Gordon & Koch first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.