Zimmer Partners’s Vertiv VRT Stock Holding History

Zimmer Partners’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	$15.1M	Buy	+45,000	New	+$14.3M	0.35%	61
2026 Q1	–	Sell	-135,800	Closed	-$22M	–	154
2025 Q4	$22M	Buy	135,800 +85,800	+172%	+$14.9M	0.58%	40
2025 Q3	$7.54M	Sell	50,000 -15,000	-23%	-$2M	0.16%	89
2025 Q2	$8.35M	Sell	65,000 -85,000	-57%	-$8.27M	0.18%	87
2025 Q1	$10.8M	Buy	150,000 +100,000	+200%	+$10.6M	0.2%	82
2024 Q4	$5.68M	Buy	50,000 +15,000	+43%	+$1.78M	0.1%	99
2024 Q3	$3.48M	Sell	35,000 -65,000	-65%	-$5.39M	0.06%	115
2024 Q2	$8.66M	Buy	100,000 +70,000	+233%	+$6.37M	0.16%	87
2024 Q1	$2.45M	Buy	+30,000	New	+$1.89M	0.05%	108

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Zimmer Partners's VRT Position: Q2 2026 in Review

Zimmer Partners opened a new position in Vertiv (VRT) in Q2 2026: 45,000 shares worth $15.1M. The stake represents 0.35% of the portfolio and ranks #61 among its holdings. This is a return to the name: Zimmer Partners previously reported a position in VRT as recently as Q4 2025.

Zimmer Partners first reported a position in VRT in Q1 2024 and has held it in 9 quarters since. The position peaked at $22M in Q4 2025. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Zimmer Partners held 45,000 shares of Vertiv worth $15.1M as of Q2 2026.
Vertiv was a new Zimmer Partners position in Q2 2026.
Vertiv made up 0.35% of Zimmer Partners's portfolio in Q2 2026, its #61 holding.
Zimmer Partners first reported a position in Vertiv in Q1 2024 and has held it in 9 quarters since.
Zimmer Partners's Vertiv position peaked at $22M in Q4 2025.
2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.