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Tidemark’s Vertiv VRT Stock Holding History

Tidemark’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 		$281K Buy
838
+2
+0.2% +$634 0.06% 127
2026
Q1 		$209K Buy
+836
New +$186K 0.05% 137
2025
Q4 		– Sell
-1,036
Closed -$156K – 715
2025
Q3 		$156K Hold
1,036
– – 0.05% 149
2025
Q2 		$133K Sell
1,036
-350
-25% -$34K 0.04% 156
2025
Q1 		$100K Hold
1,386
– – 0.04% 169
2024
Q4 		$157K Buy
1,386
+1
+0.1% +$119 0.06% 136
2024
Q3 		$138K Hold
1,385
– – 0.06% 140
2024
Q2 		$120K Hold
1,385
– – 0.06% 139
2024
Q1 		$113K Buy
+1,385
New +$87K 0.06% 157

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

Tidemark's VRT Position: Q2 2026 in Review

Tidemark increased its Vertiv (VRT) stake by 0.24% in Q2 2026, buying an estimated $634 and bringing the position to 838 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #127.

Tidemark first reported a position in VRT in Q1 2024 and has held it in 9 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Tidemark held 838 shares of Vertiv worth $281K as of Q2 2026.
  • Tidemark bought 2 Vertiv shares in Q2 2026, an estimated $634.
  • Vertiv made up 0.06% of Tidemark's portfolio in Q2 2026, its #127 holding.
  • Tidemark first reported a position in Vertiv in Q1 2024 and has held it in 9 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.