Vontobel Holding
VRT icon

Vontobel Holding’s Vertiv VRT Stock Holding History

Vontobel Holding’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 		$937K Buy
+2,800
New +$888K ﹤0.01% 841
2026
Q1 		– Sell
-8,700
Closed -$1.41M – 1517
2025
Q4 		$1.41M Sell
8,700
-3,800
-30% -$660K ﹤0.01% 667
2025
Q3 		$1.89M Sell
12,500
-16,400
-57% -$2.19M 0.01% 569
2025
Q2 		$3.71M Buy
+28,900
New +$2.81M 0.01% 409

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

Vontobel Holding's VRT Position: Q2 2026 in Review

Vontobel Holding increased its Vertiv (VRT) stake by 170% in Q2 2026, buying an estimated $89M and bringing the position to 445,638 shares worth $149M. The position accounts for 0.47% of the portfolio, ranked #57.

Vontobel Holding first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,058 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Vontobel Holding held 445,638 shares of Vertiv worth $149M as of Q2 2026.
  • Vontobel Holding bought 280,491 Vertiv shares in Q2 2026, an estimated $89M.
  • Vertiv made up 0.47% of Vontobel Holding's portfolio in Q2 2026, its #57 holding.
  • Vontobel Holding first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 2,058 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.