BWM
VRT icon

BNC Wealth Management’s Vertiv VRT Stock Holding History

BNC Wealth 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 		– Sell
-24,190
Closed -$3.92M – 122
2025
Q4 		$3.92M Sell
24,190
-573
-2% -$99.5K 1.01% 37
2025
Q3 		$3.74M Buy
+24,763
New +$3.3M 0.94% 37
2025
Q1 		– Sell
-26,302
Closed -$2.99M – 107
2024
Q4 		$2.99M Buy
+26,302
New +$3.12M 0.98% 32

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

BNC Wealth Management's VRT Position: Q1 2026 in Review

BNC Wealth Management sold out of Vertiv (VRT) in Q1 2026, closing a stake of 24,190 shares — an estimated $3.92M sold.

BNC Wealth Management first reported a position in VRT in Q4 2024 and held it in 3 quarters. The position peaked at $3.92M in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • BNC Wealth Management reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
  • BNC Wealth Management sold 24,190 Vertiv shares in Q1 2026, an estimated $3.92M.
  • BNC Wealth Management first reported a position in Vertiv in Q4 2024 and held it in 3 quarters.
  • BNC Wealth Management's Vertiv position peaked at $3.92M in Q4 2025.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on BNC Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.