ZCI
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Zevenbergen Capital Investments’s Vertiv VRT Stock Holding History

Zevenbergen Capital Investments’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 		$93.7M Sell
279,992
-19,970
-7% -$6.33M 2.14% 18
2026
Q1 		$75.2M Sell
299,962
-46,613
-13% -$10.3M 2.16% 14
2025
Q4 		$56.1M Buy
346,575
+46,625
+16% +$8.1M 1.25% 24
2025
Q3 		$45.3M Buy
299,950
+209,950
+233% +$28M 0.88% 34
2025
Q2 		$11.6M Hold
90,000
– – 0.23% 54
2025
Q1 		$6.5M Hold
90,000
– – 0.16% 61
2024
Q4 		$10.2M Hold
90,000
– – 0.21% 54
2024
Q3 		$8.95M Hold
90,000
– – 0.19% 54
2024
Q2 		$7.79M Buy
+90,000
New +$8.19M 0.17% 55

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

Zevenbergen Capital Investments's VRT Position: Q2 2026 in Review

Zevenbergen Capital Investments reduced its Vertiv (VRT) stake by 6.7% in Q2 2026, selling an estimated $6.33M and leaving 279,992 shares worth $93.7M. The position accounts for 2.14% of the portfolio, ranked #18.

Zevenbergen Capital Investments first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Zevenbergen Capital Investments held 279,992 shares of Vertiv worth $93.7M as of Q2 2026.
  • Zevenbergen Capital Investments sold 19,970 Vertiv shares in Q2 2026, an estimated $6.33M.
  • Vertiv made up 2.14% of Zevenbergen Capital Investments's portfolio in Q2 2026, its #18 holding.
  • Zevenbergen Capital Investments first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q2 2026, filed 16 Jul 2026.