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Caerus Investment Advisors’s Vertiv VRT Stock Holding History

Caerus Investment Advisors’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 		$793K Buy
3,163
+974
+44% +$216K 0.33% 52
2025
Q4 		$355K Buy
2,189
+138
+7% +$24K 0.11% 194
2025
Q3 		$309K Buy
+2,051
New +$274K 0.13% 193

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

Caerus Investment Advisors's VRT Position: Q1 2026 in Review

Caerus Investment Advisors increased its Vertiv (VRT) stake by 44% in Q1 2026, buying an estimated $216K and bringing the position to 3,163 shares worth $793K. The position accounts for 0.33% of the portfolio, ranked #52.

Caerus Investment Advisors first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Caerus Investment Advisors held 3,163 shares of Vertiv worth $793K as of Q1 2026.
  • Caerus Investment Advisors bought 974 Vertiv shares in Q1 2026, an estimated $216K.
  • Vertiv made up 0.33% of Caerus Investment Advisors's portfolio in Q1 2026, its #52 holding.
  • Caerus Investment Advisors first reported a position in Vertiv in Q3 2025 and has held it in 3 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.