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Dover Advisors’s Vertiv VRT Stock Holding History

Dover 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 		$1.22M Sell
4,870
-1,712
-26% -$380K 0.5% 53
2025
Q4 		$1.07M Sell
6,582
-63
-0.9% -$10.9K 0.41% 65
2025
Q3 		$1M Sell
6,645
-910
-12% -$121K 0.4% 69
2025
Q2 		$970K Buy
7,555
+750
+11% +$72.9K 0.43% 61
2025
Q1 		$491K Buy
+6,805
New +$724K 0.21% 100

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

Dover Advisors's VRT Position: Q1 2026 in Review

Dover Advisors reduced its Vertiv (VRT) stake by 26% in Q1 2026, selling an estimated $380K and leaving 4,870 shares worth $1.22M. The position accounts for 0.5% of the portfolio, ranked #53.

Dover 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.

  • Dover Advisors held 4,870 shares of Vertiv worth $1.22M as of Q1 2026.
  • Dover Advisors sold 1,712 Vertiv shares in Q1 2026, an estimated $380K.
  • Vertiv made up 0.5% of Dover Advisors's portfolio in Q1 2026, its #53 holding.
  • Dover 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 Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.