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Benchmark Investment Advisors’s Vertiv VRT Stock Holding History

Benchmark Investment 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 		$3.69M Buy
+14,739
New +$3.27M 2.15% 14
2025
Q3 		$2.25M Buy
+14,842
New +$1.98M 1.3% 25
2025
Q1 		$2.21M Buy
30,654
+26,445
+628% +$2.81M 1.43% 22
2024
Q4 		$478K Buy
+4,209
New +$500K 0.31% 58

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

Benchmark Investment Advisors's VRT Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in Vertiv (VRT) in Q1 2026: 14,739 shares worth $3.69M. The stake represents 2.15% of the portfolio and ranks #14 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in VRT as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in VRT in Q4 2024 and has held it in 4 quarters since. 1,826 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Benchmark Investment Advisors held 14,739 shares of Vertiv worth $3.69M as of Q1 2026.
  • Vertiv was a new Benchmark Investment Advisors position in Q1 2026.
  • Vertiv made up 2.15% of Benchmark Investment Advisors's portfolio in Q1 2026, its #14 holding.
  • Benchmark Investment Advisors first reported a position in Vertiv in Q4 2024 and has held it in 4 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.