Wellington Management Group
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Wellington Management Group’s Vertiv VRT Stock Holding History

Wellington Management 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 		$1.27B Buy
3,794,360
+468,380
+14% +$149M 0.22% 109
2026
Q1 		$833M Sell
3,325,980
-670,145
-17% -$149M 0.16% 152
2025
Q4 		$647M Sell
3,996,125
-259,767
-6% -$45.1M 0.11% 175
2025
Q3 		$642M Sell
4,255,892
-631,275
-13% -$84.2M 0.11% 178
2025
Q2 		$628M Buy
4,887,167
+1,295,772
+36% +$126M 0.11% 169
2025
Q1 		$259M Sell
3,591,395
-1,314,412
-27% -$140M 0.05% 285
2024
Q4 		$557M Buy
4,905,807
+990,361
+25% +$118M 0.1% 171
2024
Q3 		$390M Buy
3,915,446
+2,860,181
+271% +$237M 0.07% 239
2024
Q2 		$91.4M Buy
1,055,265
+361,674
+52% +$32.9M 0.02% 566
2024
Q1 		$56.6M Buy
693,591
+669,016
+2,722% +$42M 0.01% 678
2023
Q4 		$1.18M Buy
+24,575
New +$1.05M ﹤0.01% 1596
2023
Q2 		– Sell
-55,631
Closed -$796K – 2018
2023
Q1 		$796K Buy
+55,631
New +$817K ﹤0.01% 1723
2022
Q1 		– Sell
-13,629
Closed -$340K – 2232
2021
Q4 		$340K Sell
13,629
-18,823
-58% -$471K ﹤0.01% 2055
2021
Q3 		$781K Buy
32,452
+19,063
+142% +$507K ﹤0.01% 1834
2021
Q2 		$365K Buy
+13,389
New +$320K ﹤0.01% 1983

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 Management Group's VRT Position: Q2 2026 in Review

Wellington Management Group increased its Vertiv (VRT) stake by 14% in Q2 2026, buying an estimated $149M and bringing the position to 3,794,360 shares worth $1.27B. The position accounts for 0.22% of the portfolio, ranked #109.

Wellington Management Group first reported a position in VRT in Q2 2021 and has held it in 15 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Wellington Management Group held 3,794,360 shares of Vertiv worth $1.27B as of Q2 2026.
  • Wellington Management Group bought 468,380 Vertiv shares in Q2 2026, an estimated $149M.
  • Vertiv made up 0.22% of Wellington Management Group's portfolio in Q2 2026, its #109 holding.
  • Wellington Management Group first reported a position in Vertiv in Q2 2021 and has held it in 15 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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