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Woodmont Investment Counsel’s Vertiv VRT Stock Holding History

Woodmont Investment Counsel’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 		$355K Buy
1,061
+34
+3% +$10.8K 0.02% 230
2026
Q1 		$257K Buy
+1,027
New +$228K 0.02% 240
2025
Q3 		– Sell
-1,749
Closed -$225K – 283
2025
Q2 		$225K Buy
+1,749
New +$170K 0.01% 263

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Woodmont Investment Counsel's VRT Position: Q2 2026 in Review

Woodmont Investment Counsel increased its Vertiv (VRT) stake by 3.3% in Q2 2026, buying an estimated $10.8K and bringing the position to 1,061 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #230.

Woodmont Investment Counsel first reported a position in VRT in Q2 2025 and has held it in 3 quarters since. 1,193 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Woodmont Investment Counsel held 1,061 shares of Vertiv worth $355K as of Q2 2026.
  • Woodmont Investment Counsel bought 34 Vertiv shares in Q2 2026, an estimated $10.8K.
  • Vertiv made up 0.02% of Woodmont Investment Counsel's portfolio in Q2 2026, its #230 holding.
  • Woodmont Investment Counsel first reported a position in Vertiv in Q2 2025 and has held it in 3 quarters since.
  • 1,193 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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