Arete Wealth Advisors’s Vertiv VRT Stock Holding History

Arete Wealth Advisors’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	$3.44M	Buy	13,728 +4,922	+56%	+$1.09M	0.26%	96
2025 Q4	$1.43M	Sell	8,806 -8,251	-48%	-$1.43M	0.09%	228
2025 Q3	$2.58M	Buy	17,057 +12,063	+242%	+$1.61M	0.16%	124
2025 Q2	$641K	Sell	4,994 -470	-9%	-$45.7K	0.05%	347
2025 Q1	$395K	Buy	5,464 +72	+1%	+$7.66K	0.03%	455
2024 Q4	$614K	Sell	5,392 -571	-10%	-$67.8K	0.04%	353
2024 Q3	$593K	Sell	5,963 -4,418	-43%	-$366K	0.05%	328
2024 Q2	$898K	Buy	+10,381	New	+$945K	0.07%	260

Other funds holding VRT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arete Wealth Advisors's VRT Position: Q1 2026 in Review

Arete Wealth Advisors increased its Vertiv (VRT) stake by 56% in Q1 2026, buying an estimated $1.09M and bringing the position to 13,728 shares worth $3.44M. The position accounts for 0.26% of the portfolio, ranked #96.

Arete Wealth Advisors first reported a position in VRT in Q2 2024 and has held it in 8 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Arete Wealth Advisors held 13,728 shares of Vertiv worth $3.44M as of Q1 2026.
Arete Wealth Advisors bought 4,922 Vertiv shares in Q1 2026, an estimated $1.09M.
Vertiv made up 0.26% of Arete Wealth Advisors's portfolio in Q1 2026, its #96 holding.
Arete Wealth Advisors first reported a position in Vertiv in Q2 2024 and has held it in 8 quarters since.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.