Traynor Capital Management
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Traynor Capital Management’s Vertiv VRT Stock Holding History

Traynor Capital 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 		$33.3M Buy
137,801
+32,631
+31% +$8.89M 1.54% 15
2026
Q2 		$35.2M Buy
105,170
+22,130
+27% +$7.02M 1.62% 12
2026
Q1 		$19.4M Buy
83,040
+3,731
+5% +$828K 1.14% 16
2025
Q4 		$12.8M Buy
79,309
+22,811
+40% +$3.96M 0.69% 28
2025
Q3 		$8.52M Buy
+56,498
New +$7.54M 0.49% 37
2025
Q2 		– Sell
-133,563
Closed -$9.6M – 311
2025
Q1 		$9.6M Buy
133,563
+25,570
+24% +$2.72M 0.81% 26
2024
Q4 		$12.3M Buy
107,993
+43,030
+66% +$5.11M 0.82% 21
2024
Q3 		$6.46M Buy
+64,963
New +$5.39M 0.39% 45

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

Traynor Capital Management's VRT Position: Q3 2026 in Review

Traynor Capital Management increased its Vertiv (VRT) stake by 31% in Q3 2026, buying an estimated $8.89M and bringing the position to 137,801 shares worth $33.3M. The position accounts for 1.54% of the portfolio, ranked #15.

Traynor Capital Management first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $35.2M in Q2 2026. 1,434 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Traynor Capital Management held 137,801 shares of Vertiv worth $33.3M as of Q3 2026.
  • Traynor Capital Management bought 32,631 Vertiv shares in Q3 2026, an estimated $8.89M.
  • Vertiv made up 1.54% of Traynor Capital Management's portfolio in Q3 2026, its #15 holding.
  • Traynor Capital Management first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • Traynor Capital Management's Vertiv position peaked at $35.2M in Q2 2026.
  • 1,434 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Traynor Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.