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Wharton Business Group’s Vertiv VRT Stock Holding History

Wharton Business 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 		$270K Sell
805
-530
-40% -$168K 0.01% 127
2026
Q1 		$335K Hold
1,335
– – 0.01% 114
2025
Q4 		$216K Hold
1,335
– – 0.01% 135
2025
Q3 		$201K Buy
+1,335
New +$178K 0.01% 136

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

Wharton Business Group's VRT Position: Q2 2026 in Review

Wharton Business Group reduced its Vertiv (VRT) stake by 40% in Q2 2026, selling an estimated $168K and leaving 805 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #127.

Wharton Business Group first reported a position in VRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $335K in Q1 2026. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Wharton Business Group held 805 shares of Vertiv worth $270K as of Q2 2026.
  • Wharton Business Group sold 530 Vertiv shares in Q2 2026, an estimated $168K.
  • Vertiv made up 0.01% of Wharton Business Group's portfolio in Q2 2026, its #127 holding.
  • Wharton Business Group first reported a position in Vertiv in Q3 2025 and has held it in 4 quarters since.
  • Wharton Business Group's Vertiv position peaked at $335K in Q1 2026.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.