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W.H. Reaves & Co’s Vertiv VRT Stock Holding History

W.H. Reaves & Co’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 		$17.2M Sell
51,434
-21,446
-29% -$6.8M 0.26% 52
2026
Q1 		$18.3M Sell
72,880
-10,000
-12% -$2.22M 0.3% 48
2025
Q4 		$13.4M Sell
82,880
-71,265
-46% -$12.4M 0.23% 50
2025
Q3 		$23.3M Sell
154,145
-195,650
-56% -$26.1M 0.41% 43
2025
Q2 		$44.9M Buy
349,795
+35,000
+11% +$3.4M 1% 32
2025
Q1 		$22.7M Hold
314,795
– – 0.58% 41
2024
Q4 		$35.8M Sell
314,795
-80,108
-20% -$9.51M 0.94% 35
2024
Q3 		$39.3M Buy
394,903
+11,718
+3% +$971K 1.07% 37
2024
Q2 		$33.2M Buy
383,185
+328,185
+597% +$29.9M 1.12% 39
2024
Q1 		$4.49M Buy
+55,000
New +$3.46M 0.16% 52

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

W.H. Reaves & Co's VRT Position: Q2 2026 in Review

W.H. Reaves & Co reduced its Vertiv (VRT) stake by 29% in Q2 2026, selling an estimated $6.8M and leaving 51,434 shares worth $17.2M. The position accounts for 0.26% of the portfolio, ranked #52.

W.H. Reaves & Co first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. The position peaked at $44.9M in Q2 2025. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • W.H. Reaves & Co held 51,434 shares of Vertiv worth $17.2M as of Q2 2026.
  • W.H. Reaves & Co sold 21,446 Vertiv shares in Q2 2026, an estimated $6.8M.
  • Vertiv made up 0.26% of W.H. Reaves & Co's portfolio in Q2 2026, its #52 holding.
  • W.H. Reaves & Co first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • W.H. Reaves & Co's Vertiv position peaked at $44.9M in Q2 2025.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on W.H. Reaves & Co's 13F filing for Q2 2026, filed 30 Jul 2026.