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Atomi Financial Group’s Vertiv VRT Stock Holding History

Atomi Financial 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 		$1.46M Buy
5,833
+850
+17% +$189K 0.04% 318
2025
Q4 		$807K Buy
4,983
+796
+19% +$138K 0.02% 485
2025
Q3 		$632K Buy
4,187
+463
+12% +$61.8K 0.02% 549
2025
Q2 		$478K Buy
3,724
+353
+10% +$34.3K 0.02% 614
2025
Q1 		$243K Buy
3,371
+13
+0.4% +$1.38K 0.01% 879
2024
Q4 		$382K Buy
3,358
+289
+9% +$34.3K 0.02% 596
2024
Q3 		$305K Sell
3,069
-425
-12% -$35.2K 0.02% 658
2024
Q2 		$302K Buy
3,494
+6
+0.2% +$546 0.02% 585
2024
Q1 		$285K Buy
+3,488
New +$219K 0.03% 554

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

Atomi Financial Group's VRT Position: Q1 2026 in Review

Atomi Financial Group increased its Vertiv (VRT) stake by 17% in Q1 2026, buying an estimated $189K and bringing the position to 5,833 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #318.

Atomi Financial Group first reported a position in VRT in Q1 2024 and has held it in 9 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Atomi Financial Group held 5,833 shares of Vertiv worth $1.46M as of Q1 2026.
  • Atomi Financial Group bought 850 Vertiv shares in Q1 2026, an estimated $189K.
  • Vertiv made up 0.04% of Atomi Financial Group's portfolio in Q1 2026, its #318 holding.
  • Atomi Financial Group first reported a position in Vertiv in Q1 2024 and has held it in 9 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.