SHIM
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Stone House Investment Management’s Vertiv VRT Stock Holding History

Stone House Investment Management’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 		$15.1K Buy
45
+1
+2% +$317 ﹤0.01% 370
2026
Q1 		$11K Hold
44
– – ﹤0.01% 340
2025
Q4 		$7.13K Buy
44
+4
+10% +$694 ﹤0.01% 363
2025
Q3 		$6.03K Hold
40
– – ﹤0.01% 344
2025
Q2 		$5.14K Hold
40
– – ﹤0.01% 321
2025
Q1 		$2.89K Buy
+40
New +$4.26K ﹤0.01% 364
2024
Q4 		– Sell
-40
Closed -$3.98K – 348
2024
Q3 		$3.98K Hold
40
– – ﹤0.01% 293
2024
Q2 		$3.46K Hold
40
– – ﹤0.01% 299
2024
Q1 		$3.27K Buy
+40
New +$2.51K ﹤0.01% 313

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 $3.38T AUM 44.17% 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

Stone House Investment Management's VRT Position: Q2 2026 in Review

Stone House Investment Management increased its Vertiv (VRT) stake by 2.3% in Q2 2026, buying an estimated $317 and bringing the position to 45 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Stone House Investment Management first reported a position in VRT in Q1 2024 and has held it in 9 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Stone House Investment Management held 45 shares of Vertiv worth $15.1K as of Q2 2026.
  • Stone House Investment Management bought 1 Vertiv share in Q2 2026, an estimated $317.
  • Vertiv made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #370 holding.
  • Stone House Investment Management first reported a position in Vertiv in Q1 2024 and has held it in 9 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.