VIPI
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Vista Investment Partners II’s Vertiv VRT Stock Holding History

Vista Investment Partners II’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 		$294K Sell
878
-144
-14% -$45.7K 0.12% 127
2026
Q1 		$256K Buy
+1,022
New +$227K 0.12% 129

Other funds holding VRT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vista Investment Partners II's VRT Position: Q2 2026 in Review

Vista Investment Partners II reduced its Vertiv (VRT) stake by 14% in Q2 2026, selling an estimated $45.7K and leaving 878 shares worth $294K. The position accounts for 0.12% of the portfolio, ranked #127.

Vista Investment Partners II first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 811 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Vista Investment Partners II held 878 shares of Vertiv worth $294K as of Q2 2026.
  • Vista Investment Partners II sold 144 Vertiv shares in Q2 2026, an estimated $45.7K.
  • Vertiv made up 0.12% of Vista Investment Partners II's portfolio in Q2 2026, its #127 holding.
  • Vista Investment Partners II first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
  • 811 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.