Verity & Verity’s Vertiv VRT Stock Holding History

Verity & Verity’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	$429K	Hold	1,280	–	–	0.03%	106
2026 Q1	$321K	Hold	1,280	–	–	0.02%	115
2025 Q4	$207K	Buy	+1,280	New	+$222K	0.02%	148

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

Verity & Verity's VRT Position: Q2 2026 in Review

Verity & Verity held its Vertiv (VRT) position steady in Q2 2026 at 1,280 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #106.

Verity & Verity first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Verity & Verity held 1,280 shares of Vertiv worth $429K as of Q2 2026.
Verity & Verity left its Vertiv share count unchanged in Q2 2026.
Vertiv made up 0.03% of Verity & Verity's portfolio in Q2 2026, its #106 holding.
Verity & Verity first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Verity & Verity's 13F filing for Q2 2026, filed 28 Jul 2026.