Stonebridge Financial Group’s Vertiv VRT Stock Holding History

Stonebridge Financial Group’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	$1.13M	Buy	+3,386	New	+$1.07M	0.16%	101

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

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

Norges Bank Oslo, Norway $1T AUM

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

Stonebridge Financial Group opened a new position in Vertiv (VRT) in Q2 2026: 3,386 shares worth $1.13M. The stake represents 0.16% of the portfolio and ranks #101 among its holdings.

1,934 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Stonebridge Financial Group held 3,386 shares of Vertiv worth $1.13M as of Q2 2026.
Vertiv was a new Stonebridge Financial Group position in Q2 2026.
Vertiv made up 0.16% of Stonebridge Financial Group's portfolio in Q2 2026, its #101 holding.
1,934 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.