BCH
VRT icon

Berkshire Capital Holdings’s Vertiv VRT Stock Holding History

Berkshire Capital Holdings’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 		$13.6M Buy
54,160
+4,320
+9% +$959K 4.9% 6
2025
Q4 		$8.07M Buy
49,840
+49,830
+498,300% +$8.65M 2.68% 15
2025
Q3 		$1.51K Sell
10
-88,850
-100% -$11.9M ﹤0.01% 63
2025
Q2 		$11.4M Buy
88,860
+88,850
+888,500% +$8.64M 3.99% 12
2025
Q1 		$722 Sell
10
-73,140
-100% -$7.78M ﹤0.01% 70
2024
Q4 		$8.31M Sell
73,150
-57,860
-44% -$6.87M 3% 19
2024
Q3 		$13M Buy
131,010
+131,000
+1,310,000% +$10.9M 5.53% 6
2024
Q2 		$866 Buy
+10
New +$910 ﹤0.01% 61

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 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 $1.81T AUM 41.13% 1-Year Est. Return

Berkshire Capital Holdings's VRT Position: Q1 2026 in Review

Berkshire Capital Holdings increased its Vertiv (VRT) stake by 8.7% in Q1 2026, buying an estimated $959K and bringing the position to 54,160 shares worth $13.6M. The position accounts for 4.9% of the portfolio, ranked #6.

Berkshire Capital Holdings first reported a position in VRT in Q2 2024 and has held it in 8 quarters since. 1,833 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Berkshire Capital Holdings held 54,160 shares of Vertiv worth $13.6M as of Q1 2026.
  • Berkshire Capital Holdings bought 4,320 Vertiv shares in Q1 2026, an estimated $959K.
  • Vertiv made up 4.9% of Berkshire Capital Holdings's portfolio in Q1 2026, its #6 holding.
  • Berkshire Capital Holdings first reported a position in Vertiv in Q2 2024 and has held it in 8 quarters since.
  • 1,833 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Berkshire Capital Holdings's 13F filing for Q1 2026, filed 12 May 2026.