EFM
VRT icon

Eley Financial Management’s Vertiv VRT Stock Holding History

Eley Financial Management’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 		$4.93M Sell
19,673
-250
-1% -$55.5K 1.78% 24
2025
Q4 		$3.23M Sell
19,923
-1,039
-5% -$180K 1.16% 30
2025
Q3 		$3.16M Buy
20,962
+15
+0.1% +$2K 1.14% 30
2025
Q2 		$2.69M Sell
20,947
-2,887
-12% -$281K 1.03% 31
2025
Q1 		$1.79M Buy
23,834
+2,918
+14% +$311K 0.72% 40
2024
Q4 		$2.38M Buy
20,916
+473
+2% +$56.2K 0.93% 34
2024
Q3 		$2.03M Buy
+20,443
New +$1.69M 0.82% 37

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

Eley Financial Management's VRT Position: Q1 2026 in Review

Eley Financial Management reduced its Vertiv (VRT) stake by 1.3% in Q1 2026, selling an estimated $55.5K and leaving 19,673 shares worth $4.93M. The position accounts for 1.78% of the portfolio, ranked #24.

Eley Financial Management 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.

  • Eley Financial Management held 19,673 shares of Vertiv worth $4.93M as of Q1 2026.
  • Eley Financial Management sold 250 Vertiv shares in Q1 2026, an estimated $55.5K.
  • Vertiv made up 1.78% of Eley Financial Management's portfolio in Q1 2026, its #24 holding.
  • Eley Financial Management 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 Eley Financial Management's 13F filing for Q1 2026, filed 15 May 2026.