Wolff Wiese Magana’s Vertiv VRT Stock Holding History

Wolff Wiese Magana’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	$192K	Sell	574 -8	-1%	-$2.54K	0.09%	119
2026 Q1	$146K	Sell	582 -17	-3%	-$3.77K	0.08%	128
2025 Q4	$97K	Sell	599 -5	-0.8%	-$868	0.05%	155
2025 Q3	$91.1K	Buy	604 +50	+9%	+$6.67K	0.05%	164
2025 Q2	$71.1K	Sell	554 -59	-10%	-$5.74K	0.04%	175
2025 Q1	$44.3K	Sell	613 -12,218	-95%	-$1.3M	0.03%	200
2024 Q4	$1.46M	Sell	12,831 -191	-1%	-$22.7K	0.97%	37
2024 Q3	$1.3M	Buy	13,022 +4,668	+56%	+$387K	0.89%	38
2024 Q2	$723K	Buy	+8,354	New	+$761K	0.57%	48

Other funds holding VRT

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Wolff Wiese Magana's VRT Position: Q2 2026 in Review

Wolff Wiese Magana reduced its Vertiv (VRT) stake by 1.4% in Q2 2026, selling an estimated $2.54K and leaving 574 shares worth $192K. The position accounts for 0.09% of the portfolio, ranked #119.

Wolff Wiese Magana first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.46M in Q4 2024. 559 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Wolff Wiese Magana held 574 shares of Vertiv worth $192K as of Q2 2026.
Wolff Wiese Magana sold 8 Vertiv shares in Q2 2026, an estimated $2.54K.
Vertiv made up 0.09% of Wolff Wiese Magana's portfolio in Q2 2026, its #119 holding.
Wolff Wiese Magana first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
Wolff Wiese Magana's Vertiv position peaked at $1.46M in Q4 2024.
559 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.