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Donoghue Forlines’s Vertiv VRT Stock Holding History

Donoghue Forlines’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
-12,606
Closed -$2.04M – 161
2025
Q4 		$2.04M Buy
+12,606
New +$2.19M 0.63% 55
2025
Q3 		– Sell
-24,435
Closed -$3.14M – 137
2025
Q2 		$3.14M Buy
+24,435
New +$2.38M 0.89% 11
2025
Q1 		– Sell
-16,980
Closed -$1.93M – 148
2024
Q4 		$1.93M Sell
16,980
-6,204
-27% -$737K 0.65% 50
2024
Q3 		$2.31M Buy
23,184
+3,664
+19% +$304K 0.66% 28
2024
Q2 		$1.69M Sell
19,520
-8,598
-31% -$783K 0.48% 39
2024
Q1 		$2.3M Buy
+28,118
New +$1.77M 0.65% 26
2021
Q4 		– Sell
-22,100
Closed -$532K – 303
2021
Q3 		$532K Buy
22,100
+3,655
+20% +$97.1K 0.1% 179
2021
Q2 		$504K Buy
+18,445
New +$441K 0.09% 180

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

Donoghue Forlines's VRT Position: Q1 2026 in Review

Donoghue Forlines sold out of Vertiv (VRT) in Q1 2026, closing a stake of 12,606 shares — an estimated $2.04M sold.

Donoghue Forlines first reported a position in VRT in Q2 2021 and held it in 8 quarters. The position peaked at $3.14M in Q2 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Donoghue Forlines reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
  • Donoghue Forlines sold 12,606 Vertiv shares in Q1 2026, an estimated $2.04M.
  • Donoghue Forlines first reported a position in Vertiv in Q2 2021 and held it in 8 quarters.
  • Donoghue Forlines's Vertiv position peaked at $3.14M in Q2 2025.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.