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Coastal Bridge Advisors’s Vertiv VRT Stock Holding History

Coastal Bridge 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 		$4.04M Buy
16,107
+56
+0.3% +$12.4K 0.29% 79
2025
Q4 		$2.6M Sell
16,051
-378
-2% -$65.6K 0.19% 125
2025
Q3 		$2.48M Buy
16,429
+1,180
+8% +$157K 0.19% 124
2025
Q2 		$1.96M Buy
+15,249
New +$1.48M 0.16% 139

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

Coastal Bridge Advisors's VRT Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Vertiv (VRT) stake by 0.35% in Q1 2026, buying an estimated $12.4K and bringing the position to 16,107 shares worth $4.04M. The position accounts for 0.29% of the portfolio, ranked #79.

Coastal Bridge Advisors first reported a position in VRT in Q2 2025 and has held it in 4 quarters since. 1,826 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Coastal Bridge Advisors held 16,107 shares of Vertiv worth $4.04M as of Q1 2026.
  • Coastal Bridge Advisors bought 56 Vertiv shares in Q1 2026, an estimated $12.4K.
  • Vertiv made up 0.29% of Coastal Bridge Advisors's portfolio in Q1 2026, its #79 holding.
  • Coastal Bridge Advisors first reported a position in Vertiv in Q2 2025 and has held it in 4 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.