Envestnet Portfolio Solutions’s Vertiv VRT Stock Holding History

Envestnet Portfolio Solutions’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	$2.27M	Sell	9,060 -51,069	-85%	-$11.3M	0.01%	428
2025 Q4	$9.74M	Sell	60,129 -10,536	-15%	-$1.83M	0.03%	244
2025 Q3	$10.7M	Sell	70,665 -1,223	-2%	-$163K	0.04%	216
2025 Q2	$9.23M	Sell	71,888 -18,405	-20%	-$1.79M	0.03%	238
2025 Q1	$6.52M	Buy	90,293 +2,465	+3%	+$262K	0.02%	303
2024 Q4	$9.98M	Buy	87,828 +8,197	+10%	+$973K	0.03%	251
2024 Q3	$7.92M	Buy	79,631 +34,315	+76%	+$2.84M	0.03%	292
2024 Q2	$3.92M	Buy	45,316 +26,491	+141%	+$2.41M	0.01%	432
2024 Q1	$1.54M	Sell	18,825 -3,289	-15%	-$207K	0.01%	712
2023 Q4	$1.06M	Buy	+22,114	New	+$942K	﹤0.01%	779

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

Envestnet Portfolio Solutions's VRT Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Vertiv (VRT) stake by 85% in Q1 2026, selling an estimated $11.3M and leaving 9,060 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #428.

Envestnet Portfolio Solutions first reported a position in VRT in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.7M in Q3 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Envestnet Portfolio Solutions held 9,060 shares of Vertiv worth $2.27M as of Q1 2026.
Envestnet Portfolio Solutions sold 51,069 Vertiv shares in Q1 2026, an estimated $11.3M.
Vertiv made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #428 holding.
Envestnet Portfolio Solutions first reported a position in Vertiv in Q4 2023 and has held it in 10 quarters since.
Envestnet Portfolio Solutions's Vertiv position peaked at $10.7M in Q3 2025.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.