WIM
VRT icon

Westside Investment Management’s Vertiv VRT Stock Holding History

Westside Investment 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 		$76.7K Sell
229
-50
-18% -$15.9K 0.01% 486
2026
Q1 		$69.9K Buy
+279
New +$61.9K 0.01% 487
2025
Q4 		– Sell
-335
Closed -$50.5K – 1546
2025
Q3 		$50.5K Hold
335
– – 0.01% 536
2025
Q2 		$43K Hold
335
– – 0.01% 478
2025
Q1 		$24.2K Sell
335
-1,000
-75% -$106K 0.01% 526
2024
Q4 		$152K Sell
1,335
-865
-39% -$103K 0.03% 260
2024
Q3 		$219K Sell
2,200
-235
-10% -$19.5K 0.05% 224
2024
Q2 		$211K Buy
+2,435
New +$222K 0.05% 221

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

Westside Investment Management's VRT Position: Q2 2026 in Review

Westside Investment Management reduced its Vertiv (VRT) stake by 18% in Q2 2026, selling an estimated $15.9K and leaving 229 shares worth $76.7K. The position accounts for 0.01% of the portfolio, ranked #486.

Westside Investment Management first reported a position in VRT in Q2 2024 and has held it in 8 quarters since. The position peaked at $219K in Q3 2024. 2,055 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Westside Investment Management held 229 shares of Vertiv worth $76.7K as of Q2 2026.
  • Westside Investment Management sold 50 Vertiv shares in Q2 2026, an estimated $15.9K.
  • Vertiv made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #486 holding.
  • Westside Investment Management first reported a position in Vertiv in Q2 2024 and has held it in 8 quarters since.
  • Westside Investment Management's Vertiv position peaked at $219K in Q3 2024.
  • 2,055 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.