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Atria Investments’s Vertiv VRT Stock Holding History

Atria Investments’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 		$3.77M Buy
15,055
+8,951
+147% +$1.99M 0.04% 458
2025
Q4 		$989K Sell
6,104
-1,546
-20% -$268K 0.01% 1070
2025
Q3 		$1.15M Sell
7,650
-7,441
-49% -$993K 0.01% 979
2025
Q2 		$1.94M Buy
15,091
+4,437
+42% +$431K 0.02% 740
2025
Q1 		$769K Sell
10,654
-5,671
-35% -$604K 0.01% 1121
2024
Q4 		$1.85M Sell
16,325
-365
-2% -$43.3K 0.02% 706
2024
Q3 		$1.66M Buy
16,690
+5,225
+46% +$433K 0.02% 734
2024
Q2 		$992K Buy
+11,465
New +$1.04M 0.01% 927

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

Atria Investments's VRT Position: Q1 2026 in Review

Atria Investments increased its Vertiv (VRT) stake by 147% in Q1 2026, buying an estimated $1.99M and bringing the position to 15,055 shares worth $3.77M. The position accounts for 0.04% of the portfolio, ranked #458.

Atria Investments 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.

  • Atria Investments held 15,055 shares of Vertiv worth $3.77M as of Q1 2026.
  • Atria Investments bought 8,951 Vertiv shares in Q1 2026, an estimated $1.99M.
  • Vertiv made up 0.04% of Atria Investments's portfolio in Q1 2026, its #458 holding.
  • Atria Investments 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 Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.