CPIG
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Chicago Partners Investment Group’s Vertiv VRT Stock Holding History

Chicago Partners Investment Group’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 		$30.5K Buy
+100
New +$22.2K ﹤0.01% 1441

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

Chicago Partners Investment Group's VRT Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Vertiv (VRT) stake by 44% in Q1 2026, buying an estimated $583K and bringing the position to 8,649 shares worth $2.64M. The position accounts for 0.06% of the portfolio, ranked #268.

Chicago Partners Investment Group first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. 1,825 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Chicago Partners Investment Group held 8,649 shares of Vertiv worth $2.64M as of Q1 2026.
  • Chicago Partners Investment Group bought 2,627 Vertiv shares in Q1 2026, an estimated $583K.
  • Vertiv made up 0.06% of Chicago Partners Investment Group's portfolio in Q1 2026, its #268 holding.
  • Chicago Partners Investment Group first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
  • 1,825 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.