UIA
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Ulland Investment Advisors’s Vertiv VRT Stock Holding History

Ulland Investment Advisors’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 		$8.84M Sell
26,386
-640
-2% -$203K 6.52% 3
2026
Q1 		$6.77M Sell
27,026
-8,832
-25% -$1.96M 5.81% 3
2025
Q4 		$5.81M Sell
35,858
-6,572
-15% -$1.14M 4.65% 6
2025
Q3 		$6.4M Buy
42,430
+260
+0.6% +$34.7K 4.82% 5
2025
Q2 		$5.42M Sell
42,170
-2,939
-7% -$286K 4.13% 7
2025
Q1 		$3.26M Sell
45,109
-13,466
-23% -$1.43M 2.72% 13
2024
Q4 		$6.66M Buy
58,575
+258
+0.4% +$30.6K 4.24% 9
2024
Q3 		$5.8M Sell
58,317
-597
-1% -$49.5K 4.25% 8
2024
Q2 		$5.1M Buy
58,914
+1,793
+3% +$163K 3.55% 10
2024
Q1 		$4.67M Buy
57,121
+51,162
+859% +$3.21M 3.72% 9
2023
Q4 		$286K Buy
+5,959
New +$254K 0.29% 42

Other funds holding VRT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Ulland Investment Advisors's VRT Position: Q2 2026 in Review

Ulland Investment Advisors reduced its Vertiv (VRT) stake by 2.4% in Q2 2026, selling an estimated $203K and leaving 26,386 shares worth $8.84M. The position accounts for 6.52% of the portfolio, ranked #3.

Ulland Investment Advisors first reported a position in VRT in Q4 2023 and has held it in 11 quarters since. 300 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Ulland Investment Advisors held 26,386 shares of Vertiv worth $8.84M as of Q2 2026.
  • Ulland Investment Advisors sold 640 Vertiv shares in Q2 2026, an estimated $203K.
  • Vertiv made up 6.52% of Ulland Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • Ulland Investment Advisors first reported a position in Vertiv in Q4 2023 and has held it in 11 quarters since.
  • 300 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.