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	$32.5M	Sell	97,200 -23,300	-19%	-$7.39M	﹤0.01%	2183
2026 Q1	$30.2M	Sell	120,500 -171,300	-59%	-$38M	﹤0.01%	2164
2025 Q4	$47.3M	Sell	291,800 -160,500	-35%	-$27.9M	0.01%	1682
2025 Q3	$68.2M	Sell	452,300 -191,800	-30%	-$25.6M	0.01%	1339
2025 Q2	$82.7M	Buy	644,100 +127,700	+25%	+$12.4M	0.01%	1111
2025 Q1	$37.3M	Buy	516,400 +514,300	+24,490%	+$54.7M	0.01%	1742
2024 Q4	$239K	Sell	2,100 -77,000	-97%	-$9.14M	﹤0.01%	6345
2024 Q3	$7.87M	Buy	79,100 +69,100	+691%	+$5.73M	﹤0.01%	2606
2024 Q2	$866K	Sell	10,000 -1,097,800	-99%	-$99.9M	﹤0.01%	4541
2024 Q1	$90.5M	Buy	+1,107,800	New	+$69.6M	0.02%	698
2023 Q3	–	Sell	-100,000	Closed	-$2.48M	–	10003
2023 Q2	$2.48M	Buy	+100,000	New	+$1.72M	﹤0.01%	3326

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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.