CFS
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Coordinated Financial Services’s Vertiv VRT Stock Holding History

Coordinated Financial Services’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 		$276K Buy
+1,100
New +$244K 0.16% 150

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Coordinated Financial Services's VRT Position: Q1 2026 in Review

Coordinated Financial Services opened a new position in Vertiv (VRT) in Q1 2026: 1,100 shares worth $276K. The stake represents 0.16% of the portfolio and ranks #150 among its holdings.

1,837 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Coordinated Financial Services held 1,100 shares of Vertiv worth $276K as of Q1 2026.
  • Vertiv was a new Coordinated Financial Services position in Q1 2026.
  • Vertiv made up 0.16% of Coordinated Financial Services's portfolio in Q1 2026, its #150 holding.
  • 1,837 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.