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Waterloo Capital’s Vertiv VRT Stock Holding History

Waterloo Capital’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 		$2.77M Buy
8,280
+912
+12% +$289K 0.16% 137
2026
Q1 		$1.85M Sell
7,368
-1,326
-15% -$294K 0.13% 151
2025
Q4 		$1.41M Buy
8,694
+7,293
+521% +$1.27M 0.1% 172
2025
Q3 		$211K Buy
+1,401
New +$187K 0.02% 435

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 $3.38T AUM 44.17% 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

Waterloo Capital's VRT Position: Q2 2026 in Review

Waterloo Capital increased its Vertiv (VRT) stake by 12% in Q2 2026, buying an estimated $289K and bringing the position to 8,280 shares worth $2.77M. The position accounts for 0.16% of the portfolio, ranked #137.

Waterloo Capital first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Waterloo Capital held 8,280 shares of Vertiv worth $2.77M as of Q2 2026.
  • Waterloo Capital bought 912 Vertiv shares in Q2 2026, an estimated $289K.
  • Vertiv made up 0.16% of Waterloo Capital's portfolio in Q2 2026, its #137 holding.
  • Waterloo Capital first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.