Catalyst Funds Management’s Vertiv VRT Stock Holding History

Catalyst Funds Management’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	$4.49M	Buy	17,922 +5,222	+41%	+$1.16M	0.76%	20
2025 Q4	$2.06M	Hold	12,700	–	–	0.48%	45
2025 Q3	$1.92M	Buy	12,700 +5,200	+69%	+$694K	0.29%	82
2025 Q2	$963K	Buy	+7,500	New	+$729K	0.27%	113

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

Catalyst Funds Management's VRT Position: Q1 2026 in Review

Catalyst Funds Management increased its Vertiv (VRT) stake by 41% in Q1 2026, buying an estimated $1.16M and bringing the position to 17,922 shares worth $4.49M. The position accounts for 0.76% of the portfolio, ranked #20.

Catalyst Funds Management 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.

Catalyst Funds Management held 17,922 shares of Vertiv worth $4.49M as of Q1 2026.
Catalyst Funds Management bought 5,222 Vertiv shares in Q1 2026, an estimated $1.16M.
Vertiv made up 0.76% of Catalyst Funds Management's portfolio in Q1 2026, its #20 holding.
Catalyst Funds Management 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 Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.