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Edgemoor Investment Advisors’s Vertiv VRT Stock Holding History

Edgemoor Investment 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 		$11.6M Buy
46,149
+1,402
+3% +$311K 0.91% 32
2025
Q4 		$7.25M Buy
44,747
+3,196
+8% +$555K 0.56% 40
2025
Q3 		$6.27M Buy
41,551
+2,212
+6% +$295K 0.48% 47
2025
Q2 		$5.05M Buy
39,339
+127
+0.3% +$12.3K 0.44% 49
2025
Q1 		$2.83M Buy
39,212
+5,371
+16% +$572K 0.26% 61
2024
Q4 		$3.84M Buy
33,841
+4,359
+15% +$518K 0.34% 56
2024
Q3 		$2.93M Buy
+29,482
New +$2.44M 0.26% 61

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

Edgemoor Investment Advisors's VRT Position: Q1 2026 in Review

Edgemoor Investment Advisors increased its Vertiv (VRT) stake by 3.1% in Q1 2026, buying an estimated $311K and bringing the position to 46,149 shares worth $11.6M. The position accounts for 0.91% of the portfolio, ranked #32.

Edgemoor Investment Advisors first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Edgemoor Investment Advisors held 46,149 shares of Vertiv worth $11.6M as of Q1 2026.
  • Edgemoor Investment Advisors bought 1,402 Vertiv shares in Q1 2026, an estimated $311K.
  • Vertiv made up 0.91% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #32 holding.
  • Edgemoor Investment Advisors first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.