Value Aligned Research Advisors’s Vertiv VRT Stock Holding History

Value Aligned Research 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	$481M	Sell	1,437,807 -502,062	-26%	-$159M	1.2%	23
2026 Q1	$486M	Sell	1,939,869 -233,522	-11%	-$51.8M	2.35%	11
2025 Q4	$352M	Sell	2,173,391 -47,718	-2%	-$8.28M	3.54%	9
2025 Q3	$335M	Buy	2,221,109 +467,388	+27%	+$62.3M	4.09%	6
2025 Q2	$225M	Buy	1,753,721 +31,484	+2%	+$3.06M	4.76%	8
2025 Q1	$124M	Buy	1,722,237 +1,302,113	+310%	+$139M	9.06%	5
2024 Q4	$47.7M	Sell	420,124 -35,604	-8%	-$4.23M	13.05%	1
2024 Q3	$45.4M	Buy	455,728 +3,598	+0.8%	+$298K	11.79%	4
2024 Q2	$39.1M	Buy	452,130 +224,174	+98%	+$20.4M	8.57%	5
2024 Q1	$18.6M	Buy	227,956 +24,074	+12%	+$1.51M	3.67%	11
2023 Q4	$9.79M	Hold	203,882	–	–	2.47%	12
2023 Q3	$7.58M	Buy	203,882 +94,138	+86%	+$3.1M	2.39%	12
2023 Q2	$2.72M	Buy	+109,744	New	+$1.88M	0.85%	14

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

Value Aligned Research Advisors's VRT Position: Q2 2026 in Review

Value Aligned Research Advisors reduced its Vertiv (VRT) stake by 26% in Q2 2026, selling an estimated $159M and leaving 1,437,807 shares worth $481M. The position accounts for 1.2% of the portfolio, ranked #23.

Value Aligned Research Advisors first reported a position in VRT in Q2 2023 and has held it in 13 quarters since. The position peaked at $486M in Q1 2026. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Value Aligned Research Advisors held 1,437,807 shares of Vertiv worth $481M as of Q2 2026.
Value Aligned Research Advisors sold 502,062 Vertiv shares in Q2 2026, an estimated $159M.
Vertiv made up 1.2% of Value Aligned Research Advisors's portfolio in Q2 2026, its #23 holding.
Value Aligned Research Advisors first reported a position in Vertiv in Q2 2023 and has held it in 13 quarters since.
Value Aligned Research Advisors's Vertiv position peaked at $486M in Q1 2026.
2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Value Aligned Research Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.