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Baldwin Investment Management’s Vertiv VRT Stock Holding History

Baldwin Investment Management’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 		$6.04M Buy
24,092
+60
+0.2% +$13.3K 0.71% 19
2025
Q4 		$3.89M Sell
24,032
-269
-1% -$46.7K 0.44% 33
2025
Q3 		$3.67M Hold
24,301
– – 0.42% 34
2025
Q2 		$3.12M Sell
24,301
-14,130
-37% -$1.37M 0.38% 36
2025
Q1 		$2.77M Buy
38,431
+5,893
+18% +$627K 0.33% 39
2024
Q4 		$3.7M Buy
32,538
+13,029
+67% +$1.55M 0.48% 30
2024
Q3 		$1.94M Buy
19,509
+9,040
+86% +$749K 0.24% 61
2024
Q2 		$906K Buy
10,469
+600
+6% +$54.6K 0.12% 113
2024
Q1 		$806K Buy
+9,869
New +$620K 0.11% 121

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

Baldwin Investment Management's VRT Position: Q1 2026 in Review

Baldwin Investment Management increased its Vertiv (VRT) stake by 0.25% in Q1 2026, buying an estimated $13.3K and bringing the position to 24,092 shares worth $6.04M. The position accounts for 0.71% of the portfolio, ranked #19.

Baldwin Investment Management first reported a position in VRT in Q1 2024 and has held it in 9 quarters since. 1,825 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Baldwin Investment Management held 24,092 shares of Vertiv worth $6.04M as of Q1 2026.
  • Baldwin Investment Management bought 60 Vertiv shares in Q1 2026, an estimated $13.3K.
  • Vertiv made up 0.71% of Baldwin Investment Management's portfolio in Q1 2026, its #19 holding.
  • Baldwin Investment Management first reported a position in Vertiv in Q1 2024 and has held it in 9 quarters since.
  • 1,825 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.