CSM Advisors’s Vertiv VRT Stock Holding History

CSM 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	$3.32M	Buy	13,237 +7,146	+117%	+$1.59M	0.08%	271
2025 Q4	$982K	Buy	6,091 +1,095	+22%	+$190K	0.03%	327
2025 Q3	$757K	Buy	+4,996	New	+$666K	0.02%	349

Other funds holding VRT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CSM Advisors's VRT Position: Q1 2026 in Review

CSM Advisors increased its Vertiv (VRT) stake by 117% in Q1 2026, buying an estimated $1.59M and bringing the position to 13,237 shares worth $3.32M. The position accounts for 0.08% of the portfolio, ranked #271.

CSM Advisors first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

CSM Advisors held 13,237 shares of Vertiv worth $3.32M as of Q1 2026.
CSM Advisors bought 7,146 Vertiv shares in Q1 2026, an estimated $1.59M.
Vertiv made up 0.08% of CSM Advisors's portfolio in Q1 2026, its #271 holding.
CSM Advisors first reported a position in Vertiv in Q3 2025 and has held it in 3 quarters since.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.