Bank of Montreal’s Vertiv VRT Stock Holding History

Bank of Montreal’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
2025 Q2	–	Sell	-22,400	Closed	-$1.62M	–	3773
2025 Q1	$1.62M	Buy	+22,400	New	+$2.38M	﹤0.01%	1596

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal's VRT Position: Q1 2026 in Review

Bank of Montreal increased its Vertiv (VRT) stake by 39% in Q1 2026, buying an estimated $31M and bringing the position to 497,820 shares worth $125M. The position accounts for 0.05% of the portfolio, ranked #316.

Bank of Montreal first reported a position in VRT in Q1 2020 and has held it in 22 quarters since. 1,831 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Bank of Montreal held 497,820 shares of Vertiv worth $125M as of Q1 2026.
Bank of Montreal bought 139,784 Vertiv shares in Q1 2026, an estimated $31M.
Vertiv made up 0.05% of Bank of Montreal's portfolio in Q1 2026, its #316 holding.
Bank of Montreal first reported a position in Vertiv in Q1 2020 and has held it in 22 quarters since.
1,831 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.