Wellington Shields Capital Management’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$368K Buy
1,100
+500
+83% +$159K 0.05% 201
2026
Q1
$150K Buy
+600
New +$133K 0.02% 256
2025
Q1
– Sell
-45,644
Closed -$68.2K – 333
2024
Q4
$68.2K Buy
+45,644
New +$5.42M 0.01% 274

Other funds holding VRT

Wellington Shields Capital Management's VRT Position: Q2 2026 in Review

Wellington Shields Capital Management increased its Vertiv (VRT) stake by 83% in Q2 2026, buying an estimated $159K and bringing the position to 1,100 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #201.

Wellington Shields Capital Management first reported a position in VRT in Q4 2024 and has held it in 3 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Wellington Shields Capital Management held 1,100 shares of Vertiv worth $368K as of Q2 2026.
  • Wellington Shields Capital Management bought 500 Vertiv shares in Q2 2026, an estimated $159K.
  • Vertiv made up 0.05% of Wellington Shields Capital Management's portfolio in Q2 2026, its #201 holding.
  • Wellington Shields Capital Management first reported a position in Vertiv in Q4 2024 and has held it in 3 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.