Westfield Capital Management
VRT icon

Westfield Capital Management’s Vertiv VRT Stock Holding History

Westfield Capital Management’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 		$353M Sell
1,054,361
-867,335
-45% -$275M 1.15% 15
2026
Q1 		$482M Sell
1,921,696
-356,020
-16% -$79M 2.02% 9
2025
Q4 		$369M Buy
2,277,716
+30,498
+1% +$5.3M 1.54% 13
2025
Q3 		$339M Sell
2,247,218
-390,191
-15% -$52M 1.42% 13
2025
Q2 		$339M Buy
2,637,409
+259,837
+11% +$25.3M 1.42% 13
2025
Q1 		$172M Sell
2,377,572
-1,342,438
-36% -$143M 0.84% 23
2024
Q4 		$423M Buy
3,720,010
+108,444
+3% +$12.9M 1.84% 10
2024
Q3 		$359M Buy
3,611,566
+40,696
+1% +$3.37M 1.62% 10
2024
Q2 		$309M Buy
3,570,870
+171,598
+5% +$15.6M 1.52% 9
2024
Q1 		$278M Buy
3,399,272
+1,563,466
+85% +$98.2M 1.46% 11
2023
Q4 		$88.2M Buy
1,835,806
+586,272
+47% +$25M 0.51% 65
2023
Q3 		$46.5M Buy
+1,249,534
New +$41.2M 0.32% 124

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

Westfield Capital Management's VRT Position: Q2 2026 in Review

Westfield Capital Management reduced its Vertiv (VRT) stake by 45% in Q2 2026, selling an estimated $275M and leaving 1,054,361 shares worth $353M. The position accounts for 1.15% of the portfolio, ranked #15.

Westfield Capital Management first reported a position in VRT in Q3 2023 and has held it in 12 quarters since. The position peaked at $482M in Q1 2026. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Westfield Capital Management held 1,054,361 shares of Vertiv worth $353M as of Q2 2026.
  • Westfield Capital Management sold 867,335 Vertiv shares in Q2 2026, an estimated $275M.
  • Vertiv made up 1.15% of Westfield Capital Management's portfolio in Q2 2026, its #15 holding.
  • Westfield Capital Management first reported a position in Vertiv in Q3 2023 and has held it in 12 quarters since.
  • Westfield Capital Management's Vertiv position peaked at $482M in Q1 2026.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.