Bank of Montreal
VRT icon

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
2026
Q1 		$25.1K Sell
100
-19,900
-100% -$4.42M ﹤0.01% 3442
2025
Q4 		$3.24M Buy
+20,000
New +$3.47M ﹤0.01% 1487
2021
Q2 		– Sell
-107,200
Closed -$2.3M – 4930
2021
Q1 		$2.3M Buy
+107,200
New +$2.16M ﹤0.01% 1715

Other funds holding VRT

BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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. 1,830 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.
  • 1,830 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.