SFGLC
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Stonebridge Financial Group, LLC/CA’s Vertiv VRT Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$1.13M Buy
+3,386
New +$1.07M 0.16% 101

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's VRT Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Vertiv (VRT) in Q2 2026: 3,386 shares worth $1.13M. The stake represents 0.16% of the portfolio and ranks #101 among its holdings.

1,677 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 3,386 shares of Vertiv worth $1.13M as of Q2 2026.
  • Vertiv was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Vertiv made up 0.16% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #101 holding.
  • 1,677 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.