J. M. Brown & Associates Inc.’s Vertiv VRT Stock Holding History

J. M. Brown & Associates Inc.’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	$519K	Buy	+1,549	New	+$491K	0.3%	105

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

J. M. Brown & Associates Inc.'s VRT Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Vertiv (VRT) in Q2 2026: 1,549 shares worth $519K. The stake represents 0.3% of the portfolio and ranks #105 among its holdings.

559 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

J. M. Brown & Associates Inc. held 1,549 shares of Vertiv worth $519K as of Q2 2026.
Vertiv was a new J. M. Brown & Associates Inc. position in Q2 2026.
Vertiv made up 0.3% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #105 holding.
559 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.