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Wright Investors Service’s Vertiv VRT Stock Holding History

Wright Investors Service’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 		$1.32M Sell
3,934
-2,060
-34% -$653K 0.36% 73
2026
Q1 		$1.5M Buy
5,994
+638
+12% +$142K 0.47% 61
2025
Q4 		$868K Sell
5,356
-1,284
-19% -$223K 0.26% 83
2025
Q3 		$1M Sell
6,640
-351
-5% -$46.8K 0.29% 77
2025
Q2 		$898K Sell
6,991
-292
-4% -$28.4K 0.27% 86
2025
Q1 		$526K Buy
7,283
+598
+9% +$63.6K 0.17% 111
2024
Q4 		$759K Sell
6,685
-592
-8% -$70.3K 0.25% 88
2024
Q3 		$724K Buy
+7,277
New +$603K 0.19% 117

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

Wright Investors Service's VRT Position: Q2 2026 in Review

Wright Investors Service reduced its Vertiv (VRT) stake by 34% in Q2 2026, selling an estimated $653K and leaving 3,934 shares worth $1.32M. The position accounts for 0.36% of the portfolio, ranked #73.

Wright Investors Service first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q1 2026. 2,057 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Wright Investors Service held 3,934 shares of Vertiv worth $1.32M as of Q2 2026.
  • Wright Investors Service sold 2,060 Vertiv shares in Q2 2026, an estimated $653K.
  • Vertiv made up 0.36% of Wright Investors Service's portfolio in Q2 2026, its #73 holding.
  • Wright Investors Service first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • Wright Investors Service's Vertiv position peaked at $1.5M in Q1 2026.
  • 2,057 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wright Investors Service's 13F filing for Q2 2026, filed 5 Aug 2026.