WCM
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Washburn Capital Management’s Vertiv VRT Stock Holding History

Washburn Capital 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 		$845K Buy
2,525
+175
+7% +$55.5K 0.42% 34
2026
Q1 		$589K Sell
2,350
-150
-6% -$33.3K 0.34% 37
2025
Q4 		$405K Sell
2,500
-320
-11% -$55.6K 0.22% 36
2025
Q3 		$425K Hold
2,820
– – 0.24% 37
2025
Q2 		$362K Hold
2,820
– – 0.21% 37
2025
Q1 		$204K Hold
2,820
– – 0.13% 50
2024
Q4 		$320K Buy
+2,820
New +$335K 0.2% 37

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

Washburn Capital Management's VRT Position: Q2 2026 in Review

Washburn Capital Management increased its Vertiv (VRT) stake by 7.4% in Q2 2026, buying an estimated $55.5K and bringing the position to 2,525 shares worth $845K. The position accounts for 0.42% of the portfolio, ranked #34.

Washburn Capital Management first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,053 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Washburn Capital Management held 2,525 shares of Vertiv worth $845K as of Q2 2026.
  • Washburn Capital Management bought 175 Vertiv shares in Q2 2026, an estimated $55.5K.
  • Vertiv made up 0.42% of Washburn Capital Management's portfolio in Q2 2026, its #34 holding.
  • Washburn Capital Management first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Washburn Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.