Stifel Financial
VRT icon

Stifel Financial’s Vertiv VRT Stock Holding History

Stifel Financial’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 		$207M Sell
617,045
-5,217
-0.8% -$1.65M 0.17% 138
2026
Q1 		$156M Sell
622,262
-23,855
-4% -$5.3M 0.14% 164
2025
Q4 		$105M Sell
646,117
-7,328
-1% -$1.27M 0.09% 214
2025
Q3 		$98.6M Sell
653,445
-32,426
-5% -$4.33M 0.09% 219
2025
Q2 		$88.1M Buy
685,871
+54,180
+9% +$5.27M 0.09% 235
2025
Q1 		$45.6M Buy
631,691
+182,411
+41% +$19.4M 0.05% 342
2024
Q4 		$51M Buy
449,280
+185,939
+71% +$22.1M 0.05% 324
2024
Q3 		$26.2M Buy
263,341
+81,057
+44% +$6.72M 0.03% 478
2024
Q2 		$15.8M Buy
182,284
+87,260
+92% +$7.94M 0.02% 624
2024
Q1 		$7.76M Buy
95,024
+70,815
+293% +$4.45M 0.01% 911
2023
Q4 		$1.16M Buy
24,209
+16,025
+196% +$682K ﹤0.01% 2045
2023
Q3 		$304K Buy
+8,184
New +$270K ﹤0.01% 2782
2021
Q3 		– Sell
-84,601
Closed -$2.31M – 3425
2021
Q2 		$2.31M Buy
84,601
+269
+0.3% +$6.43K ﹤0.01% 1505
2021
Q1 		$1.69M Buy
84,332
+814
+1% +$16.4K ﹤0.01% 1626
2020
Q4 		$1.56M Buy
83,518
+484
+0.6% +$8.9K ﹤0.01% 1541
2020
Q3 		$1.44M Hold
83,034
– – ﹤0.01% 1399
2020
Q2 		$1.13M Buy
83,034
+65,018
+361% +$757K ﹤0.01% 1478
2020
Q1 		$156K Buy
+18,016
New +$199K ﹤0.01% 2501
2019
Q4 		– Sell
-25,095
Closed -$256K – 3081
2019
Q3 		$256K Sell
25,095
-24,905
-50% -$254K ﹤0.01% 2525
2019
Q2 		$507K Buy
+50,000
New +$504K ﹤0.01% 2199

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

Stifel Financial's VRT Position: Q2 2026 in Review

Stifel Financial reduced its Vertiv (VRT) stake by 0.84% in Q2 2026, selling an estimated $1.65M and leaving 617,045 shares worth $207M. The position accounts for 0.17% of the portfolio, ranked #138.

Stifel Financial first reported a position in VRT in Q2 2019 and has held it in 20 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Stifel Financial held 617,045 shares of Vertiv worth $207M as of Q2 2026.
  • Stifel Financial sold 5,217 Vertiv shares in Q2 2026, an estimated $1.65M.
  • Vertiv made up 0.17% of Stifel Financial's portfolio in Q2 2026, its #138 holding.
  • Stifel Financial first reported a position in Vertiv in Q2 2019 and has held it in 20 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.