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Beacon Pointe Advisors’s Vertiv VRT Stock Holding History

Beacon Pointe Advisors’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 		$3.17M Buy
12,649
+4,357
+53% +$967K 0.02% 608
2025
Q4 		$1.34M Sell
8,292
-1,070
-11% -$186K 0.01% 736
2025
Q3 		$1.41M Buy
9,362
+1,013
+12% +$135K 0.01% 637
2025
Q2 		$1.07M Sell
8,349
-2,266
-21% -$220K 0.01% 652
2025
Q1 		$766K Sell
10,615
-1,786
-14% -$190K 0.01% 708
2024
Q4 		$1.41M Sell
12,401
-6,160
-33% -$731K 0.02% 549
2024
Q3 		$1.85M Buy
18,561
+9,932
+115% +$823K 0.02% 486
2024
Q2 		$747K Buy
8,629
+5,792
+204% +$527K 0.01% 728
2024
Q1 		$232K Buy
+2,837
New +$178K ﹤0.01% 1206

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

Beacon Pointe Advisors's VRT Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Vertiv (VRT) stake by 53% in Q1 2026, buying an estimated $967K and bringing the position to 12,649 shares worth $3.17M. The position accounts for 0.02% of the portfolio, ranked #608.

Beacon Pointe Advisors first reported a position in VRT in Q1 2024 and has held it in 9 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Beacon Pointe Advisors held 12,649 shares of Vertiv worth $3.17M as of Q1 2026.
  • Beacon Pointe Advisors bought 4,357 Vertiv shares in Q1 2026, an estimated $967K.
  • Vertiv made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #608 holding.
  • Beacon Pointe Advisors first reported a position in Vertiv in Q1 2024 and has held it in 9 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.