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Synergy Investment Management’s Vertiv VRT Stock Holding History

Synergy Investment 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 		$65.9K Buy
231
+225
+3,750% +$71.4K 0.02% 334
2026
Q1 		$1.5K Buy
+6
New +$1.33K ﹤0.01% 726

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 $3.38T AUM 44.17% 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

Synergy Investment Management's VRT Position: Q2 2026 in Review

Synergy Investment Management increased its Vertiv (VRT) stake by 3,750% in Q2 2026, buying an estimated $71.4K and bringing the position to 231 shares worth $65.9K. The position accounts for 0.02% of the portfolio, ranked #334.

Synergy Investment Management first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Synergy Investment Management held 231 shares of Vertiv worth $65.9K as of Q2 2026.
  • Synergy Investment Management bought 225 Vertiv shares in Q2 2026, an estimated $71.4K.
  • Vertiv made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #334 holding.
  • Synergy Investment Management first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.