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Stonebridge Financial Group (Pennsylvania)’s Vertiv VRT Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$7.77M Sell
23,221
-4,648
-17% -$1.47M 0.59% 46
2026
Q1 		$6.98M Sell
27,869
-605
-2% -$134K 0.57% 49
2025
Q4 		$4.61M Sell
28,474
-193
-0.7% -$33.5K 0.39% 70
2025
Q3 		$4.32M Sell
28,667
-31
-0.1% -$4.13K 0.38% 69
2025
Q2 		$3.69M Sell
28,698
-381
-1% -$37K 0.36% 77
2025
Q1 		$2.1M Buy
29,079
+2,211
+8% +$235K 0.22% 87
2024
Q4 		$3.05M Buy
+26,868
New +$3.19M 0.34% 76

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s VRT Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its Vertiv (VRT) stake by 17% in Q2 2026, selling an estimated $1.47M and leaving 23,221 shares worth $7.77M. The position accounts for 0.59% of the portfolio, ranked #46.

Stonebridge Financial Group (Pennsylvania) first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 1,684 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 23,221 shares of Vertiv worth $7.77M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) sold 4,648 Vertiv shares in Q2 2026, an estimated $1.47M.
  • Vertiv made up 0.59% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #46 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 1,684 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.