Whelan Financial’s Vertiv VRT Stock Holding History

Whelan Financial’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	$272K	Hold	813	–	–	0.07%	82
2026 Q1	$204K	Buy	+813	New	+$180K	0.06%	88

Other funds holding VRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Whelan Financial's VRT Position: Q2 2026 in Review

Whelan Financial held its Vertiv (VRT) position steady in Q2 2026 at 813 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #82.

Whelan Financial first reported a position in VRT in Q1 2026 and has held it in 2 quarters since. 861 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Whelan Financial held 813 shares of Vertiv worth $272K as of Q2 2026.
Whelan Financial left its Vertiv share count unchanged in Q2 2026.
Vertiv made up 0.07% of Whelan Financial's portfolio in Q2 2026, its #82 holding.
Whelan Financial first reported a position in Vertiv in Q1 2026 and has held it in 2 quarters since.
861 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.