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Broadleaf Partners’s Vertiv VRT Stock Holding History

Broadleaf Partners’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 		$16.8M Sell
67,198
-2,298
-3% -$510K 3.93% 7
2025
Q4 		$11.3M Hold
69,496
– – 2.37% 13
2025
Q3 		$10.5M Sell
69,496
-1,035
-1% -$138K 2.19% 18
2025
Q2 		$9.06M Sell
70,531
-417
-0.6% -$40.6K 1.99% 20
2025
Q1 		$5.12M Sell
70,948
-1,375
-2% -$146K 1.34% 26
2024
Q4 		$8.22M Sell
72,323
-911
-1% -$108K 1.92% 20
2024
Q3 		$7.29M Sell
73,234
-479
-0.6% -$39.7K 1.72% 24
2024
Q2 		$6.38M Sell
73,713
-842
-1% -$76.7K 1.54% 26
2024
Q1 		$6.09M Sell
74,555
-47,206
-39% -$2.97M 1.56% 29
2023
Q4 		$5.85M Buy
+121,761
New +$5.18M 1.71% 26

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

Broadleaf Partners's VRT Position: Q1 2026 in Review

Broadleaf Partners reduced its Vertiv (VRT) stake by 3.3% in Q1 2026, selling an estimated $510K and leaving 67,198 shares worth $16.8M. The position accounts for 3.93% of the portfolio, ranked #7.

Broadleaf Partners first reported a position in VRT in Q4 2023 and has held it in 10 quarters since. 1,826 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Broadleaf Partners held 67,198 shares of Vertiv worth $16.8M as of Q1 2026.
  • Broadleaf Partners sold 2,298 Vertiv shares in Q1 2026, an estimated $510K.
  • Vertiv made up 3.93% of Broadleaf Partners's portfolio in Q1 2026, its #7 holding.
  • Broadleaf Partners first reported a position in Vertiv in Q4 2023 and has held it in 10 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.