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Claro Advisors’s Vertiv VRT Stock Holding History

Claro Advisors’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 		$1.18M Buy
4,728
+433
+10% +$96.1K 0.14% 131
2025
Q4 		$696K Buy
4,295
+195
+5% +$33.9K 0.09% 185
2025
Q3 		$619K Buy
4,100
+582
+17% +$77.6K 0.09% 192
2025
Q2 		$452K Sell
3,518
-2,197
-38% -$214K 0.07% 219
2025
Q1 		$413K Buy
5,715
+530
+10% +$56.4K 0.06% 311
2024
Q4 		$589K Buy
5,185
+30
+0.6% +$3.56K 0.08% 228
2024
Q3 		$513K Buy
5,155
+2,197
+74% +$182K 0.07% 263
2024
Q2 		$256K Buy
+2,958
New +$269K 0.04% 355

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

Claro Advisors's VRT Position: Q1 2026 in Review

Claro Advisors increased its Vertiv (VRT) stake by 10% in Q1 2026, buying an estimated $96.1K and bringing the position to 4,728 shares worth $1.18M. The position accounts for 0.14% of the portfolio, ranked #131.

Claro Advisors first reported a position in VRT in Q2 2024 and has held it in 8 quarters since. 1,825 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Claro Advisors held 4,728 shares of Vertiv worth $1.18M as of Q1 2026.
  • Claro Advisors bought 433 Vertiv shares in Q1 2026, an estimated $96.1K.
  • Vertiv made up 0.14% of Claro Advisors's portfolio in Q1 2026, its #131 holding.
  • Claro Advisors first reported a position in Vertiv in Q2 2024 and has held it in 8 quarters since.
  • 1,825 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.