Sunpointe’s Vertiv VRT Stock Holding History

Sunpointe’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	$884K	Sell	2,640 -13	-0.5%	-$4.12K	0.25%	99
2026 Q1	$665K	Buy	+2,653	New	+$589K	0.22%	106
2025 Q4	–	Sell	-2,505	Closed	-$378K	–	281
2025 Q3	$378K	Buy	2,505 +2	+0.1%	+$267	0.14%	159
2025 Q2	$321K	Buy	+2,503	New	+$243K	0.13%	153

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

Sunpointe's VRT Position: Q2 2026 in Review

Sunpointe reduced its Vertiv (VRT) stake by 0.49% in Q2 2026, selling an estimated $4.12K and leaving 2,640 shares worth $884K. The position accounts for 0.25% of the portfolio, ranked #99.

Sunpointe first reported a position in VRT in Q2 2025 and has held it in 4 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Sunpointe held 2,640 shares of Vertiv worth $884K as of Q2 2026.
Sunpointe sold 13 Vertiv shares in Q2 2026, an estimated $4.12K.
Vertiv made up 0.25% of Sunpointe's portfolio in Q2 2026, its #99 holding.
Sunpointe first reported a position in Vertiv in Q2 2025 and has held it in 4 quarters since.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.