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Woodward Diversified Capital’s Vertiv VRT Stock Holding History

Woodward Diversified Capital’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 		$407K Buy
1,216
+23
+2% +$7.29K 0.18% 120
2026
Q1 		$367K Sell
1,193
-59
-5% -$13.1K 0.17% 125
2025
Q4 		$203K Buy
+1,252
New +$217K 0.09% 173

Other funds holding VRT

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Swedbank
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Woodward Diversified Capital's VRT Position: Q2 2026 in Review

Woodward Diversified Capital increased its Vertiv (VRT) stake by 1.9% in Q2 2026, buying an estimated $7.29K and bringing the position to 1,216 shares worth $407K. The position accounts for 0.18% of the portfolio, ranked #120.

Woodward Diversified Capital first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 861 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Woodward Diversified Capital held 1,216 shares of Vertiv worth $407K as of Q2 2026.
  • Woodward Diversified Capital bought 23 Vertiv shares in Q2 2026, an estimated $7.29K.
  • Vertiv made up 0.18% of Woodward Diversified Capital's portfolio in Q2 2026, its #120 holding.
  • Woodward Diversified Capital first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
  • 861 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.