Vaughan Nelson Investment Management’s Vertiv VRT Stock Holding History

Vaughan Nelson Investment Management’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	–	Sell	-54,898	Closed	-$13.8M	–	248
2026 Q1	$13.8M	Sell	54,898 -6,000	-10%	-$1.33M	0.14%	142
2025 Q4	$9.87M	Sell	60,898 -45,775	-43%	-$7.95M	0.1%	142
2025 Q3	$16.1M	Sell	106,673 -170,385	-61%	-$22.7M	0.15%	128
2025 Q2	$35.6M	Buy	277,058 +164,628	+146%	+$16M	0.33%	97
2025 Q1	$8.12M	Buy	112,430 +22,855	+26%	+$2.43M	0.08%	141
2024 Q4	$10.2M	Sell	89,575 -18,430	-17%	-$2.19M	0.09%	136
2024 Q3	$10.7M	Sell	108,005 -14,961	-12%	-$1.24M	0.1%	136
2024 Q2	$10.6M	Sell	122,966 -75,256	-38%	-$6.85M	0.1%	137
2024 Q1	$16.2M	Sell	198,222 -697,833	-78%	-$43.8M	0.14%	133
2023 Q4	$43M	Buy	+896,055	New	+$38.2M	0.43%	73

Other funds holding VRT

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vaughan Nelson Investment Management's VRT Position: Q2 2026 in Review

Vaughan Nelson Investment Management sold out of Vertiv (VRT) in Q2 2026, closing a stake of 54,898 shares — an estimated $13.8M sold.

Vaughan Nelson Investment Management first reported a position in VRT in Q4 2023 and held it in 10 quarters. The position peaked at $43M in Q4 2023. 1,208 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Vaughan Nelson Investment Management reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
Vaughan Nelson Investment Management sold 54,898 Vertiv shares in Q2 2026, an estimated $13.8M.
Vaughan Nelson Investment Management first reported a position in Vertiv in Q4 2023 and held it in 10 quarters.
Vaughan Nelson Investment Management's Vertiv position peaked at $43M in Q4 2023.
1,208 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.