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Concord Wealth Partners’s Vertiv VRT Stock Holding History

Concord Wealth Partners’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
-654
Closed -$106K – 773
2025
Q4 		$106K Buy
654
+186
+40% +$32.3K 0.01% 248
2025
Q3 		$70.6K Buy
468
+467
+46,700% +$62.3K 0.01% 295
2025
Q2 		$128 Hold
1
– – ﹤0.01% 826
2025
Q1 		$72 Hold
1
– – ﹤0.01% 797
2024
Q4 		$114 Buy
+1
New +$119 ﹤0.01% 900

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

Concord Wealth Partners's VRT Position: Q1 2026 in Review

Concord Wealth Partners sold out of Vertiv (VRT) in Q1 2026, closing a stake of 654 shares — an estimated $106K sold.

Concord Wealth Partners first reported a position in VRT in Q4 2024 and held it in 5 quarters. The position peaked at $106K in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Concord Wealth Partners reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 654 Vertiv shares in Q1 2026, an estimated $106K.
  • Concord Wealth Partners first reported a position in Vertiv in Q4 2024 and held it in 5 quarters.
  • Concord Wealth Partners's Vertiv position peaked at $106K in Q4 2025.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.