ZIM
VRT icon

Zacks Investment Management’s Vertiv VRT Stock Holding History

Zacks Investment Management’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 		$41.7M Buy
124,470
+6,340
+5% +$2.01M 0.3% 87
2026
Q1 		$29.6M Sell
118,130
-5,383
-4% -$1.19M 0.24% 103
2025
Q4 		$20M Sell
123,513
-1,474
-1% -$256K 0.16% 135
2025
Q3 		$18.9M Buy
124,987
+7,697
+7% +$1.03M 0.15% 140
2025
Q2 		$15.1M Sell
117,290
-1,234
-1% -$120K 0.13% 153
2025
Q1 		$8.56M Sell
118,524
-68,749
-37% -$7.32M 0.08% 179
2024
Q4 		$21.3M Sell
187,273
-117,358
-39% -$13.9M 0.2% 121
2024
Q3 		$30.3M Buy
304,631
+36,811
+14% +$3.05M 0.26% 100
2024
Q2 		$23.2M Buy
267,820
+19,575
+8% +$1.78M 0.26% 96
2024
Q1 		$20.3M Buy
248,245
+21,763
+10% +$1.37M 0.22% 111
2023
Q4 		$10.9M Buy
226,482
+84,972
+60% +$3.62M 0.13% 142
2023
Q3 		$5.26M Buy
+141,510
New +$4.67M 0.07% 177

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

Zacks Investment Management's VRT Position: Q2 2026 in Review

Zacks Investment Management increased its Vertiv (VRT) stake by 5.4% in Q2 2026, buying an estimated $2.01M and bringing the position to 124,470 shares worth $41.7M. The position accounts for 0.3% of the portfolio, ranked #87.

Zacks Investment Management first reported a position in VRT in Q3 2023 and has held it in 12 quarters since. 2,055 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Zacks Investment Management held 124,470 shares of Vertiv worth $41.7M as of Q2 2026.
  • Zacks Investment Management bought 6,340 Vertiv shares in Q2 2026, an estimated $2.01M.
  • Vertiv made up 0.3% of Zacks Investment Management's portfolio in Q2 2026, its #87 holding.
  • Zacks Investment Management first reported a position in Vertiv in Q3 2023 and has held it in 12 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.