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Arkadios Wealth Advisors’s Vertiv VRT Stock Holding History

Arkadios 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 		$3.59M Sell
14,311
-1,376
-9% -$305K 0.06% 336
2025
Q4 		$2.54M Buy
15,687
+85
+0.5% +$14.8K 0.05% 380
2025
Q3 		$2.35M Sell
15,602
-695
-4% -$92.7K 0.06% 358
2025
Q2 		$2.09M Sell
16,297
-544
-3% -$52.9K 0.06% 338
2025
Q1 		$1.22M Buy
16,841
+10,605
+170% +$1.13M 0.05% 399
2024
Q4 		$709K Buy
6,236
+530
+9% +$62.9K 0.04% 419
2024
Q3 		$568K Buy
5,706
+787
+16% +$65.2K 0.03% 500
2024
Q2 		$426K Buy
4,919
+305
+7% +$27.8K 0.03% 516
2024
Q1 		$377K Buy
4,614
+423
+10% +$26.6K 0.03% 465
2023
Q4 		$201K Buy
+4,191
New +$178K 0.02% 650

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

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

Arkadios Wealth Advisors reduced its Vertiv (VRT) stake by 8.8% in Q1 2026, selling an estimated $305K and leaving 14,311 shares worth $3.59M. The position accounts for 0.06% of the portfolio, ranked #336.

Arkadios Wealth Advisors first reported a position in VRT in Q4 2023 and has held it in 10 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Arkadios Wealth Advisors held 14,311 shares of Vertiv worth $3.59M as of Q1 2026.
  • Arkadios Wealth Advisors sold 1,376 Vertiv shares in Q1 2026, an estimated $305K.
  • Vertiv made up 0.06% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #336 holding.
  • Arkadios Wealth Advisors first reported a position in Vertiv in Q4 2023 and has held it in 10 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

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