ZIG
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Zuckerman Investment Group’s Vertiv VRT Stock Holding History

Zuckerman Investment Group’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
Q1 		$101M Sell
401,492
-245,056
-38% -$54.4M 9.43% 1
2025
Q4 		$105M Sell
646,548
-12,306
-2% -$2.14M 9.35% 1
2025
Q3 		$99.4M Sell
658,854
-42,725
-6% -$5.7M 9.2% 1
2025
Q2 		$90.1M Buy
701,579
+20,881
+3% +$2.03M 8.73% 1
2025
Q1 		$49.1M Sell
680,698
-21,752
-3% -$2.32M 5.27% 1
2024
Q4 		$79.1M Sell
702,450
-117,091
-14% -$13.9M 7.59% 1
2024
Q3 		$81.5M Sell
819,541
-5,375
-0.7% -$446K 8.38% 1
2024
Q2 		$71.4M Sell
824,916
-278,625
-25% -$25.4M 8.26% 1
2024
Q1 		$90.1M Sell
1,103,541
-195,893
-15% -$12.3M 10.22% 1
2023
Q4 		$62.4M Sell
1,299,434
-171,185
-12% -$7.29M 8.06% 1
2023
Q3 		$54.7M Sell
1,470,619
-803,868
-35% -$26.5M 7.83% 1
2023
Q2 		$56.3M Sell
2,274,487
-45,409
-2% -$780K 8.06% 1
2023
Q1 		$33.2M Sell
2,319,896
-14,284
-0.6% -$210K 5.04% 2
2022
Q4 		$31.9M Buy
2,334,180
+7,730
+0.3% +$103K 5.04% 1
2022
Q3 		$22.6M Buy
2,326,450
+63,561
+3% +$714K 4.24% 3
2022
Q2 		$18.6M Buy
2,262,889
+408,152
+22% +$4.62M 3.38% 5
2022
Q1 		$26M Buy
1,854,737
+1,288,243
+227% +$22.9M 4.19% 4
2021
Q4 		$14.1M Buy
566,494
+3,738
+0.7% +$93.5K 2.19% 16
2021
Q3 		$13.6M Sell
562,756
-5,076
-0.9% -$135K 2.25% 16
2021
Q2 		$15.5M Buy
567,832
+2,354
+0.4% +$56.3K 2.44% 12
2021
Q1 		$11.3M Buy
565,478
+338,758
+149% +$6.84M 1.86% 19
2020
Q4 		$4.23M Buy
+226,720
New +$4.17M 0.78% 44

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zuckerman Investment Group's VRT Position: Q1 2026 in Review

Zuckerman Investment Group reduced its Vertiv (VRT) stake by 38% in Q1 2026, selling an estimated $54.4M and leaving 401,492 shares worth $101M. The position accounts for 9.43% of the portfolio, ranked #1.

Zuckerman Investment Group first reported a position in VRT in Q4 2020 and has held it in 22 quarters since. The position peaked at $105M in Q4 2025. 1,826 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Zuckerman Investment Group held 401,492 shares of Vertiv worth $101M as of Q1 2026.
  • Zuckerman Investment Group sold 245,056 Vertiv shares in Q1 2026, an estimated $54.4M.
  • Vertiv made up 9.43% of Zuckerman Investment Group's portfolio in Q1 2026, its #1 holding.
  • Zuckerman Investment Group first reported a position in Vertiv in Q4 2020 and has held it in 22 quarters since.
  • Zuckerman Investment Group's Vertiv position peaked at $105M in Q4 2025.
  • 1,826 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.