AWMS
VRT icon

Advocacy Wealth Management Services’s Vertiv VRT Stock Holding History

Advocacy Wealth Management Services’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 		$14.2M Buy
56,496
+47,045
+498% +$10.4M 0.63% 40
2025
Q4 		$1.53M Buy
+9,451
New +$1.64M 0.06% 79

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

Advocacy Wealth Management Services's VRT Position: Q1 2026 in Review

Advocacy Wealth Management Services increased its Vertiv (VRT) stake by 498% in Q1 2026, buying an estimated $10.4M and bringing the position to 56,496 shares worth $14.2M. The position accounts for 0.63% of the portfolio, ranked #40.

Advocacy Wealth Management Services first reported a position in VRT in Q4 2025 and has held it in 2 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Advocacy Wealth Management Services held 56,496 shares of Vertiv worth $14.2M as of Q1 2026.
  • Advocacy Wealth Management Services bought 47,045 Vertiv shares in Q1 2026, an estimated $10.4M.
  • Vertiv made up 0.63% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #40 holding.
  • Advocacy Wealth Management Services first reported a position in Vertiv in Q4 2025 and has held it in 2 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.