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Carroll Investors’s Vertiv VRT Stock Holding History

Carroll Investors’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 		$11.8M Buy
47,151
+13,661
+41% +$3.03M 6.32% 5
2025
Q4 		$5.43M Buy
33,490
+12,443
+59% +$2.16M 2.59% 12
2025
Q3 		$3.17M Hold
21,047
– – 1.53% 13
2025
Q2 		$2.7M Buy
21,047
+5,396
+34% +$525K 1.43% 14
2025
Q1 		$1.13M Buy
15,651
+2,851
+22% +$303K 0.75% 18
2024
Q4 		$1.46M Buy
12,800
+1,843
+17% +$219K 0.82% 16
2024
Q3 		$1.09M Buy
+10,957
New +$908K 0.71% 16

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

Carroll Investors's VRT Position: Q1 2026 in Review

Carroll Investors increased its Vertiv (VRT) stake by 41% in Q1 2026, buying an estimated $3.03M and bringing the position to 47,151 shares worth $11.8M. The position accounts for 6.32% of the portfolio, ranked #5.

Carroll Investors first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Carroll Investors held 47,151 shares of Vertiv worth $11.8M as of Q1 2026.
  • Carroll Investors bought 13,661 Vertiv shares in Q1 2026, an estimated $3.03M.
  • Vertiv made up 6.32% of Carroll Investors's portfolio in Q1 2026, its #5 holding.
  • Carroll Investors first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Carroll Investors's 13F filing for Q1 2026, filed 15 May 2026.