Cetera Investment Advisers
VRT icon

Cetera Investment Advisers’s Vertiv VRT Stock Holding History

Cetera Investment Advisers’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
-200
Closed -$4.3K – 4976
2025
Q4 		$4.3K Hold
200
– – ﹤0.01% 4634
2025
Q3 		$6.21K Sell
200
-7,800
-98% -$1.04M ﹤0.01% 4523
2025
Q2 		$127K Hold
8,000
– – ﹤0.01% 3847
2025
Q1 		$17.1K Buy
+8,000
New +$852K ﹤0.01% 3918

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

Cetera Investment Advisers's VRT Position: Q1 2026 in Review

Cetera Investment Advisers increased its Vertiv (VRT) stake by 4.8% in Q1 2026, buying an estimated $3.03M and bringing the position to 295,756 shares worth $74.1M. The position accounts for 0.08% of the portfolio, ranked #248.

Cetera Investment Advisers first reported a position in VRT in Q2 2021 and has held it in 15 quarters since. 1,826 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Cetera Investment Advisers held 295,756 shares of Vertiv worth $74.1M as of Q1 2026.
  • Cetera Investment Advisers bought 13,670 Vertiv shares in Q1 2026, an estimated $3.03M.
  • Vertiv made up 0.08% of Cetera Investment Advisers's portfolio in Q1 2026, its #248 holding.
  • Cetera Investment Advisers first reported a position in Vertiv in Q2 2021 and has held it in 15 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.