SSG
VRT icon

Summit Securities Group’s Vertiv VRT Stock Holding History

Summit Securities 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 		$29.8K Buy
89
+26
+41% +$8.25K ﹤0.01% 652
2026
Q1 		$15.8K Buy
+63
New +$14K ﹤0.01% 573
2023
Q2 		– Sell
-2,000
Closed -$29K – 1111
2023
Q1 		$29K Hold
2,000
– – ﹤0.01% 550
2022
Q4 		$27K Buy
+2,000
New +$26.7K ﹤0.01% 846

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

Summit Securities Group's VRT Position: Q2 2026 in Review

Summit Securities Group increased its Vertiv (VRT) stake by 41% in Q2 2026, buying an estimated $8.25K and bringing the position to 89 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Summit Securities Group first reported a position in VRT in Q4 2022 and has held it in 4 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Summit Securities Group held 89 shares of Vertiv worth $29.8K as of Q2 2026.
  • Summit Securities Group bought 26 Vertiv shares in Q2 2026, an estimated $8.25K.
  • Vertiv made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #652 holding.
  • Summit Securities Group first reported a position in Vertiv in Q4 2022 and has held it in 4 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.