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Badgley Phelps Wealth Managers’s Vertiv VRT Stock Holding History

Badgley Phelps Wealth Managers’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 		$20.5M Buy
81,760
+4,610
+6% +$1.02M 0.41% 66
2025
Q4 		$12.5M Buy
77,150
+2,394
+3% +$416K 0.23% 103
2025
Q3 		$11.3M Buy
74,756
+5,243
+8% +$699K 0.24% 99
2025
Q2 		$8.93M Buy
69,513
+8,313
+14% +$808K 0.2% 110
2025
Q1 		$4.42M Buy
61,200
+3,485
+6% +$371K 0.11% 127
2024
Q4 		$6.56M Buy
57,715
+3,493
+6% +$415K 0.15% 116
2024
Q3 		$5.39M Buy
54,222
+4,318
+9% +$358K 0.13% 120
2024
Q2 		$4.32M Buy
+49,904
New +$4.54M 0.11% 119

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

Badgley Phelps Wealth Managers's VRT Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Vertiv (VRT) stake by 6% in Q1 2026, buying an estimated $1.02M and bringing the position to 81,760 shares worth $20.5M. The position accounts for 0.41% of the portfolio, ranked #66.

Badgley Phelps Wealth Managers 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.

  • Badgley Phelps Wealth Managers held 81,760 shares of Vertiv worth $20.5M as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 4,610 Vertiv shares in Q1 2026, an estimated $1.02M.
  • Vertiv made up 0.41% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #66 holding.
  • Badgley Phelps Wealth Managers 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 Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.