VIA
VRT icon

Virtus Investment Advisers’s Vertiv VRT Stock Holding History

Virtus Investment Advisers’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 		$1.87M Sell
5,589
-4,441
-44% -$1.41M 0.44% 64
2026
Q1 		$2.51M Buy
10,030
+21
+0.2% +$4.66K 0.69% 7
2025
Q4 		$1.62M Sell
10,009
-2,847
-22% -$494K 0.44% 112
2025
Q3 		$1.94M Buy
+12,856
New +$1.71M 0.56% 41
2025
Q2 		– Sell
-13,335
Closed -$963K – 500
2025
Q1 		$963K Buy
+13,335
New +$1.42M 0.26% 162

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Virtus Investment Advisers's VRT Position: Q2 2026 in Review

Virtus Investment Advisers reduced its Vertiv (VRT) stake by 44% in Q2 2026, selling an estimated $1.41M and leaving 5,589 shares worth $1.87M. The position accounts for 0.44% of the portfolio, ranked #64.

Virtus Investment Advisers first reported a position in VRT in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.51M in Q1 2026. 2,055 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Virtus Investment Advisers held 5,589 shares of Vertiv worth $1.87M as of Q2 2026.
  • Virtus Investment Advisers sold 4,441 Vertiv shares in Q2 2026, an estimated $1.41M.
  • Vertiv made up 0.44% of Virtus Investment Advisers's portfolio in Q2 2026, its #64 holding.
  • Virtus Investment Advisers first reported a position in Vertiv in Q1 2025 and has held it in 5 quarters since.
  • Virtus Investment Advisers's Vertiv position peaked at $2.51M in Q1 2026.
  • 2,055 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.