BFIC
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Bedell Frazier Investment Counselling’s Vertiv VRT Stock Holding History

Bedell Frazier Investment Counselling’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 		$1.03M Sell
4,095
-175
-4% -$38.8K 0.21% 71
2025
Q4 		$692K Sell
4,270
-765
-15% -$133K 0.13% 83
2025
Q3 		$760K Sell
5,035
-10
-0.2% -$1.33K 0.16% 81
2025
Q2 		$648K Buy
5,045
+40
+0.8% +$3.89K 0.16% 72
2025
Q1 		$361K Buy
5,005
+1,351
+37% +$144K 0.09% 85
2024
Q4 		$415K Buy
+3,654
New +$434K 0.1% 81

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

Bedell Frazier Investment Counselling's VRT Position: Q1 2026 in Review

Bedell Frazier Investment Counselling reduced its Vertiv (VRT) stake by 4.1% in Q1 2026, selling an estimated $38.8K and leaving 4,095 shares worth $1.03M. The position accounts for 0.21% of the portfolio, ranked #71.

Bedell Frazier Investment Counselling first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. 1,831 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Bedell Frazier Investment Counselling held 4,095 shares of Vertiv worth $1.03M as of Q1 2026.
  • Bedell Frazier Investment Counselling sold 175 Vertiv shares in Q1 2026, an estimated $38.8K.
  • Vertiv made up 0.21% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #71 holding.
  • Bedell Frazier Investment Counselling first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • 1,831 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.