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Clearstead Advisors’s Vertiv VRT Stock Holding History

Clearstead 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 		$1.76M Buy
7,011
+296
+4% +$65.7K 0.02% 392
2025
Q4 		$1.09M Sell
6,715
-1,042
-13% -$181K 0.01% 456
2025
Q3 		$1.17M Buy
7,757
+4,716
+155% +$629K 0.02% 420
2025
Q2 		$390K Buy
3,041
+937
+45% +$91.1K 0.01% 672
2025
Q1 		$152K Buy
2,104
+897
+74% +$95.5K ﹤0.01% 892
2024
Q4 		$137K Sell
1,207
-817
-40% -$97K ﹤0.01% 945
2024
Q3 		$201K Buy
2,024
+164
+9% +$13.6K ﹤0.01% 860
2024
Q2 		$161K Buy
1,860
+435
+31% +$39.6K ﹤0.01% 883
2024
Q1 		$135K Buy
1,425
+185
+15% +$11.6K 0.01% 539
2023
Q4 		$59.6K Sell
1,240
-810
-40% -$34.5K ﹤0.01% 701
2023
Q3 		$76.3K Buy
+2,050
New +$67.6K ﹤0.01% 800

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

Clearstead Advisors's VRT Position: Q1 2026 in Review

Clearstead Advisors increased its Vertiv (VRT) stake by 4.4% in Q1 2026, buying an estimated $65.7K and bringing the position to 7,011 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #392.

Clearstead Advisors first reported a position in VRT in Q3 2023 and has held it in 11 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Clearstead Advisors held 7,011 shares of Vertiv worth $1.76M as of Q1 2026.
  • Clearstead Advisors bought 296 Vertiv shares in Q1 2026, an estimated $65.7K.
  • Vertiv made up 0.02% of Clearstead Advisors's portfolio in Q1 2026, its #392 holding.
  • Clearstead Advisors first reported a position in Vertiv in Q3 2023 and has held it in 11 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.