C.M. Bidwell & Associates’s Vertiv VRT Stock Holding History

C.M. Bidwell & Associates’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	$1.18M	Sell	4,692 -26	-0.6%	-$5.77K	0.55%	35
2025 Q4	$764K	Sell	4,718 -131	-3%	-$22.7K	0.36%	49
2025 Q3	$732K	Sell	4,849 -202	-4%	-$26.9K	0.35%	52
2025 Q2	$649K	Sell	5,051 -152	-3%	-$14.8K	0.34%	56
2025 Q1	$376K	Sell	5,203 -52	-1%	-$5.54K	0.23%	74
2024 Q4	$597K	Sell	5,255 -62	-1%	-$7.36K	0.36%	54
2024 Q3	$529K	Sell	5,317 -96	-2%	-$7.96K	0.32%	58
2024 Q2	$469K	Sell	5,413 -12	-0.2%	-$1.09K	0.31%	59
2024 Q1	$443K	Buy	5,425 +612	+13%	+$38.5K	0.3%	63
2023 Q4	$231K	Buy	+4,813	New	+$205K	0.17%	106

Other funds holding VRT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

C.M. Bidwell & Associates's VRT Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its Vertiv (VRT) stake by 0.55% in Q1 2026, selling an estimated $5.77K and leaving 4,692 shares worth $1.18M. The position accounts for 0.55% of the portfolio, ranked #35.

C.M. Bidwell & Associates first reported a position in VRT in Q4 2023 and has held it in 10 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

C.M. Bidwell & Associates held 4,692 shares of Vertiv worth $1.18M as of Q1 2026.
C.M. Bidwell & Associates sold 26 Vertiv shares in Q1 2026, an estimated $5.77K.
Vertiv made up 0.55% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #35 holding.
C.M. Bidwell & Associates first reported a position in Vertiv in Q4 2023 and has held it in 10 quarters since.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.