Sumitomo Mitsui DS Asset Management’s Vertiv VRT Stock Holding History

Sumitomo Mitsui DS Asset 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	$36.1M	Sell	107,926 -15,621	-13%	-$4.95M	0.25%	83
2026 Q1	$31M	Sell	123,547 -10,826	-8%	-$2.4M	0.25%	80
2025 Q4	$21.8M	Buy	134,373 +1,172	+0.9%	+$203K	0.17%	111
2025 Q3	$20.1M	Buy	133,201 +18,121	+16%	+$2.42M	0.16%	117
2025 Q2	$14.8M	Buy	115,080 +6,742	+6%	+$656K	0.13%	140
2025 Q1	$7.82M	Buy	108,338 +17,283	+19%	+$1.84M	0.08%	214
2024 Q4	$10.3M	Buy	91,055 +37,670	+71%	+$4.47M	0.11%	160
2024 Q3	$5.31M	Buy	53,385 +23,570	+79%	+$1.95M	0.06%	260
2024 Q2	$2.58M	Sell	29,815 -17	-0.1%	-$1.55K	0.03%	389
2024 Q1	$2.44M	Sell	29,832 -70	-0.2%	-$4.4K	0.03%	408
2023 Q4	$1.44M	Buy	+29,902	New	+$1.27M	0.02%	531

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Sumitomo Mitsui DS Asset Management's VRT Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its Vertiv (VRT) stake by 13% in Q2 2026, selling an estimated $4.95M and leaving 107,926 shares worth $36.1M. The position accounts for 0.25% of the portfolio, ranked #83.

Sumitomo Mitsui DS Asset Management first reported a position in VRT in Q4 2023 and has held it in 11 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 107,926 shares of Vertiv worth $36.1M as of Q2 2026.
Sumitomo Mitsui DS Asset Management sold 15,621 Vertiv shares in Q2 2026, an estimated $4.95M.
Vertiv made up 0.25% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #83 holding.
Sumitomo Mitsui DS Asset Management first reported a position in Vertiv in Q4 2023 and has held it in 11 quarters since.
2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.