Values Added Financial’s Vertiv VRT Stock Holding History

Values Added Financial’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	$254K	Buy	+758	New	+$240K	0.09%	123

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

Values Added Financial's VRT Position: Q2 2026 in Review

Values Added Financial opened a new position in Vertiv (VRT) in Q2 2026: 758 shares worth $254K. The stake represents 0.09% of the portfolio and ranks #123 among its holdings.

768 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Values Added Financial held 758 shares of Vertiv worth $254K as of Q2 2026.
Vertiv was a new Values Added Financial position in Q2 2026.
Vertiv made up 0.09% of Values Added Financial's portfolio in Q2 2026, its #123 holding.
768 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.