UBS Group
VRT icon

UBS Group’s Vertiv VRT Stock Holding History

UBS Group’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 		$57.7M Buy
172,206
+24,166
+16% +$7.66M 0.01% 1605
2026
Q1 		$37.1M Sell
148,040
-2,376
-2% -$527K 0.01% 1939
2025
Q4 		$24.4M Sell
150,416
-15,068
-9% -$2.62M ﹤0.01% 2397
2025
Q3 		$25M Sell
165,484
-200,852
-55% -$26.8M ﹤0.01% 2322
2025
Q2 		$47M Sell
366,336
-741,236
-67% -$72.1M 0.01% 1579
2025
Q1 		$80M Buy
1,107,572
+425,672
+62% +$45.3M 0.01% 1081
2024
Q4 		$77.5M Sell
681,900
-250,400
-27% -$29.7M 0.01% 1092
2024
Q3 		$92.8M Buy
932,300
+166,198
+22% +$13.8M 0.02% 762
2024
Q2 		$66.3M Sell
766,102
-365,298
-32% -$33.3M 0.02% 856
2024
Q1 		$92.4M Buy
+1,131,400
New +$71.1M 0.02% 686
2023
Q4 		– Sell
-66,800
Closed -$2.48M – 9931
2023
Q3 		$2.48M Buy
+66,800
New +$2.2M ﹤0.01% 3230

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

UBS Group's VRT Position: Q2 2026 in Review

UBS Group reduced its Vertiv (VRT) stake by 34% in Q2 2026, selling an estimated $579M and leaving 3,622,661 shares worth $1.21B. The position accounts for 0.15% of the portfolio, ranked #121.

UBS Group first reported a position in VRT in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.37B in Q1 2026. 2,057 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • UBS Group held 3,622,661 shares of Vertiv worth $1.21B as of Q2 2026.
  • UBS Group sold 1,825,912 Vertiv shares in Q2 2026, an estimated $579M.
  • Vertiv made up 0.15% of UBS Group's portfolio in Q2 2026, its #121 holding.
  • UBS Group first reported a position in Vertiv in Q2 2019 and has held it in 29 quarters since.
  • UBS Group's Vertiv position peaked at $1.37B in Q1 2026.
  • 2,057 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.