WAU
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Wellington-Altus USA’s Vertiv VRT Stock Holding History

Wellington-Altus USA’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 		$62.6K Hold
250
– – 0.04% 271
2026
Q1 		$83.7K Buy
250
+75
+43% +$16.6K 0.05% 268
2025
Q4 		$28.4K Buy
+175
New +$30.4K 0.02% 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

Wellington-Altus USA's VRT Position: Q2 2026 in Review

Wellington-Altus USA held its Vertiv (VRT) position steady in Q2 2026 at 250 shares worth $62.6K. The position accounts for 0.04% of the portfolio, ranked #271.

Wellington-Altus USA first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $83.7K in Q1 2026. 2,059 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Wellington-Altus USA held 250 shares of Vertiv worth $62.6K as of Q2 2026.
  • Wellington-Altus USA left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.04% of Wellington-Altus USA's portfolio in Q2 2026, its #271 holding.
  • Wellington-Altus USA first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Vertiv position peaked at $83.7K in Q1 2026.
  • 2,059 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.