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Steve Schonfeld’s Vertiv VRT Stock Holding History

Steve Schonfeld’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
2025
Q4 		– Sell
-2,100
Closed -$317K – 2629
2025
Q3 		$317K Buy
+2,100
New +$280K ﹤0.01% 1829
2025
Q2 		– Sell
-125,000
Closed -$9.03M – 2584
2025
Q1 		$9.03M Buy
+125,000
New +$13.3M 0.05% 358
2024
Q4 		– Sell
-50,000
Closed -$4.97M – 2428
2024
Q3 		$4.97M Buy
+50,000
New +$4.14M 0.03% 549

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

Steve Schonfeld's VRT Position: Q2 2026 in Review

Steve Schonfeld opened a new position in Vertiv (VRT) in Q2 2026: 4,434 shares worth $1.48M. The stake represents 0.01% of the portfolio and ranks #1238 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in VRT as recently as Q4 2025.

Steve Schonfeld first reported a position in VRT in Q1 2020 and has held it in 21 quarters since. The position peaked at $75.2M in Q3 2024. 2,043 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Steve Schonfeld held 4,434 shares of Vertiv worth $1.48M as of Q2 2026.
  • Vertiv was a new Steve Schonfeld position in Q2 2026.
  • Vertiv made up 0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1238 holding.
  • Steve Schonfeld first reported a position in Vertiv in Q1 2020 and has held it in 21 quarters since.
  • Steve Schonfeld's Vertiv position peaked at $75.2M in Q3 2024.
  • 2,043 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.