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CBIZ Investment Advisory Services’s Vertiv VRT Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-69
Closed -$11.2K – 732
2025
Q4 		$11.2K Hold
69
– – ﹤0.01% 362
2025
Q3 		$10.4K Buy
69
+4
+6% +$534 ﹤0.01% 340
2025
Q2 		$8.35K Buy
65
+60
+1,200% +$5.83K ﹤0.01% 377
2025
Q1 		$361 Buy
+5
New +$532 ﹤0.01% 587

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

CBIZ Investment Advisory Services's VRT Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Vertiv (VRT) in Q1 2026, closing a stake of 69 shares — an estimated $11.2K sold.

CBIZ Investment Advisory Services first reported a position in VRT in Q1 2025 and held it in 4 quarters. The position peaked at $11.2K in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 69 Vertiv shares in Q1 2026, an estimated $11.2K.
  • CBIZ Investment Advisory Services first reported a position in Vertiv in Q1 2025 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's Vertiv position peaked at $11.2K in Q4 2025.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.