Wellington Group’s Vertiv VRT Stock Holding History

Wellington Group’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	–	Sell	-146	Closed	-$36.6K	–	373
2026 Q1	$36.6K	Buy	146 +21	+17%	+$4.66K	0.01%	298
2025 Q4	$20.3K	Buy	+125	New	+$21.7K	0.01%	397

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Group's VRT Position: Q2 2026 in Review

Wellington Group sold out of Vertiv (VRT) in Q2 2026, closing a stake of 146 shares — an estimated $36.6K sold.

Wellington Group first reported a position in VRT in Q4 2025 and held it in 2 quarters. The position peaked at $36.6K in Q1 2026. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Wellington Group reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 146 Vertiv shares in Q2 2026, an estimated $36.6K.
Wellington Group first reported a position in Vertiv in Q4 2025 and held it in 2 quarters.
Wellington Group's Vertiv position peaked at $36.6K in Q1 2026.
2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.