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Concurrent Investment Advisors’s Vertiv VRT Stock Holding History

Concurrent Investment 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 		$9.27M Buy
37,009
+1,371
+4% +$304K 0.1% 220
2025
Q4 		$5.77M Buy
35,638
+27,109
+318% +$4.71M 0.07% 295
2025
Q3 		$1.29M Buy
8,529
+1,361
+19% +$182K 0.02% 584
2025
Q2 		$920K Buy
7,168
+1,739
+32% +$169K 0.02% 622
2025
Q1 		$392K Buy
+5,429
New +$578K 0.01% 819

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

Concurrent Investment Advisors's VRT Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Vertiv (VRT) stake by 3.8% in Q1 2026, buying an estimated $304K and bringing the position to 37,009 shares worth $9.27M. The position accounts for 0.1% of the portfolio, ranked #220.

Concurrent Investment Advisors first reported a position in VRT in Q1 2025 and has held it in 5 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Concurrent Investment Advisors held 37,009 shares of Vertiv worth $9.27M as of Q1 2026.
  • Concurrent Investment Advisors bought 1,371 Vertiv shares in Q1 2026, an estimated $304K.
  • Vertiv made up 0.1% of Concurrent Investment Advisors's portfolio in Q1 2026, its #220 holding.
  • Concurrent Investment Advisors first reported a position in Vertiv in Q1 2025 and has held it in 5 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

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