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TigerOak Management’s Vertiv VRT Stock Holding History

TigerOak 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 		$982K Buy
4,068
+686
+20% +$187K 0.26% 58
2026
Q2 		$1.13M Buy
3,382
+1,019
+43% +$323K 0.32% 44
2026
Q1 		$592K Sell
2,363
-41
-2% -$9.1K 0.19% 67
2025
Q4 		$389K Buy
2,404
+118
+5% +$20.5K 0.12% 85
2025
Q3 		$345K Hold
2,286
– – 0.11% 86
2025
Q2 		$294K Buy
+2,286
New +$222K 0.1% 92

Other funds holding VRT

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
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
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

TigerOak Management's VRT Position: Q3 2026 in Review

TigerOak Management increased its Vertiv (VRT) stake by 20% in Q3 2026, buying an estimated $187K and bringing the position to 4,068 shares worth $982K. The position accounts for 0.26% of the portfolio, ranked #58.

TigerOak Management first reported a position in VRT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.13M in Q2 2026. 1,434 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • TigerOak Management held 4,068 shares of Vertiv worth $982K as of Q3 2026.
  • TigerOak Management bought 686 Vertiv shares in Q3 2026, an estimated $187K.
  • Vertiv made up 0.26% of TigerOak Management's portfolio in Q3 2026, its #58 holding.
  • TigerOak Management first reported a position in Vertiv in Q2 2025 and has held it in 6 quarters since.
  • TigerOak Management's Vertiv position peaked at $1.13M in Q2 2026.
  • 1,434 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on TigerOak Management's 13F filing for Q3 2026, filed 23 Oct 2026.