Sycomore Asset Management
VRT icon

Sycomore Asset Management’s Vertiv VRT Stock Holding History

Sycomore 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
Q3 		$24.8M Hold
76,651
– – 2.71% 8
2026
Q2 		$24.8M Hold
76,651
– – 2.67% 8
2026
Q1 		$7.71M Hold
76,651
– – 1.07% 33
2025
Q4 		$7.71M Buy
+76,651
New +$13.3M 1.28% 30
2025
Q3 		– Sell
-76,651
Closed -$7.71M – 71
2025
Q2 		$7.71M Hold
76,651
– – 1.2% 29
2025
Q1 		$7.71M Hold
76,651
– – 1.09% 33
2024
Q4 		$7.71M Sell
76,651
-35,290
-32% -$4.19M 1.1% 33
2024
Q3 		$11.3M Sell
111,941
-5,575
-5% -$462K 1.87% 17
2024
Q2 		$10.2M Buy
+117,516
New +$10.7M 1.8% 21

Other funds holding VRT

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Vanguard Capital Management
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sycomore Asset Management's VRT Position: Q3 2026 in Review

Sycomore Asset Management held its Vertiv (VRT) position steady in Q3 2026 at 76,651 shares worth $24.8M. The position accounts for 2.71% of the portfolio, ranked #8.

Sycomore Asset Management first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Sycomore Asset Management held 76,651 shares of Vertiv worth $24.8M as of Q3 2026.
  • Sycomore Asset Management left its Vertiv share count unchanged in Q3 2026.
  • Vertiv made up 2.71% of Sycomore Asset Management's portfolio in Q3 2026, its #8 holding.
  • Sycomore Asset Management first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Sycomore Asset Management's 13F filing for Q3 2026, filed 26 Oct 2026.