Caitlin John’s Vertiv VRT Stock Holding History

Caitlin John’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	$1.75K	Sell	7 -3	-30%	-$666	﹤0.01%	724
2025 Q4	$1.62K	Hold	10	–	–	﹤0.01%	746
2025 Q3	$1.51K	Buy	+10	New	+$1.33K	﹤0.01%	722

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

Caitlin John's VRT Position: Q1 2026 in Review

Caitlin John reduced its Vertiv (VRT) stake by 30% in Q1 2026, selling an estimated $666 and leaving 7 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Caitlin John 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.

Caitlin John held 7 shares of Vertiv worth $1.75K as of Q1 2026.
Caitlin John sold 3 Vertiv shares in Q1 2026, an estimated $666.
Vertiv made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #724 holding.
Caitlin John 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 Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.