Viking Fund Management’s Vertiv VRT Stock Holding History

Viking Fund 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	$4.69M	Sell	14,000 -2,000	-13%	-$634K	0.42%	78
2026 Q1	$4.01M	Sell	16,000 -10,000	-38%	-$2.22M	0.41%	78
2025 Q4	$4.21M	Sell	26,000 -7,000	-21%	-$1.22M	0.49%	72
2025 Q3	$4.98M	Sell	33,000 -2,000	-6%	-$267K	0.6%	61
2025 Q2	$4.49M	Sell	35,000 -3,000	-8%	-$292K	0.62%	61
2025 Q1	$2.74M	Buy	38,000 +21,000	+124%	+$2.24M	0.4%	80
2024 Q4	$1.93M	Buy	17,000 +2,000	+13%	+$237K	0.3%	93
2024 Q3	$1.49M	Buy	+15,000	New	+$1.24M	0.24%	95

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

Viking Fund Management's VRT Position: Q2 2026 in Review

Viking Fund Management reduced its Vertiv (VRT) stake by 13% in Q2 2026, selling an estimated $634K and leaving 14,000 shares worth $4.69M. The position accounts for 0.42% of the portfolio, ranked #78.

Viking Fund Management first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.98M in Q3 2025. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Viking Fund Management held 14,000 shares of Vertiv worth $4.69M as of Q2 2026.
Viking Fund Management sold 2,000 Vertiv shares in Q2 2026, an estimated $634K.
Vertiv made up 0.42% of Viking Fund Management's portfolio in Q2 2026, its #78 holding.
Viking Fund Management first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
Viking Fund Management's Vertiv position peaked at $4.98M in Q3 2025.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Viking Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.