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Crescent Grove Advisors’s Vertiv VRT Stock Holding History

Crescent Grove 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 		$360K Sell
1,436
-1,390
-49% -$309K 0.03% 210
2025
Q4 		$458K Buy
2,826
+820
+41% +$142K 0.04% 189
2025
Q3 		$303K Buy
+2,006
New +$268K 0.03% 230

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

Crescent Grove Advisors's VRT Position: Q1 2026 in Review

Crescent Grove Advisors reduced its Vertiv (VRT) stake by 49% in Q1 2026, selling an estimated $309K and leaving 1,436 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #210.

Crescent Grove Advisors first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. The position peaked at $458K in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Crescent Grove Advisors held 1,436 shares of Vertiv worth $360K as of Q1 2026.
  • Crescent Grove Advisors sold 1,390 Vertiv shares in Q1 2026, an estimated $309K.
  • Vertiv made up 0.03% of Crescent Grove Advisors's portfolio in Q1 2026, its #210 holding.
  • Crescent Grove Advisors first reported a position in Vertiv in Q3 2025 and has held it in 3 quarters since.
  • Crescent Grove Advisors's Vertiv position peaked at $458K in Q4 2025.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

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