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Burling Wealth Partners’s Vertiv VRT Stock Holding History

Burling Wealth 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 		$1.31M Buy
5,240
+12
+0.2% +$2.66K 0.21% 85
2025
Q4 		$847K Hold
5,228
– – 0.13% 105
2025
Q3 		$789K Sell
5,228
-86
-2% -$11.5K 0.13% 110
2025
Q2 		$682K Buy
+5,314
New +$517K 0.13% 106

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

Burling Wealth Partners's VRT Position: Q1 2026 in Review

Burling Wealth Partners increased its Vertiv (VRT) stake by 0.23% in Q1 2026, buying an estimated $2.66K and bringing the position to 5,240 shares worth $1.31M. The position accounts for 0.21% of the portfolio, ranked #85.

Burling Wealth Partners first reported a position in VRT in Q2 2025 and has held it in 4 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Burling Wealth Partners held 5,240 shares of Vertiv worth $1.31M as of Q1 2026.
  • Burling Wealth Partners bought 12 Vertiv shares in Q1 2026, an estimated $2.66K.
  • Vertiv made up 0.21% of Burling Wealth Partners's portfolio in Q1 2026, its #85 holding.
  • Burling Wealth Partners first reported a position in Vertiv in Q2 2025 and has held it in 4 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.