Beese Fulmer Investment Management’s Vertiv VRT Stock Holding History

Beese Fulmer 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	$683K	Buy	+2,726	New	+$605K	0.04%	180

Other funds holding VRT

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 Boston, Massachusetts $2.9T AUM 29.55% 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

Beese Fulmer Investment Management's VRT Position: Q1 2026 in Review

Beese Fulmer Investment Management opened a new position in Vertiv (VRT) in Q1 2026: 2,726 shares worth $683K. The stake represents 0.04% of the portfolio and ranks #180 among its holdings.

1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Beese Fulmer Investment Management held 2,726 shares of Vertiv worth $683K as of Q1 2026.
Vertiv was a new Beese Fulmer Investment Management position in Q1 2026.
Vertiv made up 0.04% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #180 holding.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.