SCHRODER INVESTMENT MANAGEMENT GROUP VRT VERTIV HOLDINGS CO USD0.000100

Ownership history in SCHRODER INVESTMENT MANAGEMENT GROUP  ·  16 quarters on record

AI Ownership Summary

SCHRODER INVESTMENT MANAGEMENT GROUP reported VERTIV HOLDINGS CO USD0.000100 (VRT) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.43% in 2026 Q1. The latest visible filing shows VRT at 0.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SCHRODER INVESTMENT MANAGEMENT GROUP's position in VERTIV HOLDINGS CO USD0.000100, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VRT was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SCHRODER INVESTMENT MANAGEMENT GROUP held VRT — position size vs. price
% of Fund (quarterly)    VRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,072,504 +288,170 +16.2% 0.43% $519.3M 2026-05-14 $376.23
2025 Q4 REDUCED 1,784,334 -44,416 -2.4% 0.22% $289.1M 2026-02-13 $234.47
2025 Q3 ADDED 1,828,750 +1,091,210 +148.0% 0.22% $275.9M 2025-11-13 $163.54
2025 Q2 REDUCED 22.9% +11.6% 737,540 -218,706 -22.9% 0.08% $94.7M 2025-08-13 $137.28
2025 Q1 REDUCED 18.1% +77.9% 956,246 -211,290 -18.1% 0.07% $71.0M 2025-05-13 $105.45
2024 Q4 ADDED 1,167,536 +569,722 +95.3% 0.13% $135.6M 2025-02-12 $111.06
2024 Q3 ADDED 597,814 +417,018 +230.7% 0.06% $58.8M 2024-11-13 $124.29
2024 Q2 ADDED 180,796 +167,224 +1232.1% 0.02% $15.7M 2024-08-12 $72.78
2024 Q1 REDUCED 72.7% +6.2% 13,572 -36,110 -72.7% 0.00% $1.1M 2024-05-14 $98.48
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SCHRODER INVESTMENT MANAGEMENT GROUP and VRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has SCHRODER INVESTMENT MANAGEMENT GROUP reported owning VRT?

SCHRODER INVESTMENT MANAGEMENT GROUP reported VRT across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VRT position in SCHRODER INVESTMENT MANAGEMENT GROUP's portfolio?

The largest reported portfolio weight for VRT was 0.43% in 2026 Q1.

What is the latest reported VRT position on this page?

The most recent filing on this page is 2026 Q1, when SCHRODER INVESTMENT MANAGEMENT GROUP reported 2,072,504 shares, equal to 0.43% of portfolio, with an estimated market value of $519.3M.

What does the chart on this VRT ownership page compare?

The chart compares SCHRODER INVESTMENT MANAGEMENT GROUP's quarterly VRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SCHRODER INVESTMENT MANAGEMENT GROUP time their VRT position?

Based on 13F filing dates vs. subsequent VRT price moves, SCHRODER INVESTMENT MANAGEMENT GROUP correctly timed 7 out of 15 reported position changes (47%). The annualised alpha on VRT relative to SPY over the holding period was +9.5%.

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