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EP Wealth Advisors’s Vertiv VRT Stock Holding History

EP Wealth 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 		$2.24M Buy
8,926
+2,690
+43% +$597K 0.01% 455
2025
Q4 		$1.01M Buy
+6,236
New +$1.08M 0.01% 619
2025
Q2 		$410K Sell
3,195
-411
-11% -$40K ﹤0.01% 862
2025
Q1 		$260K Buy
3,606
+334
+10% +$35.6K ﹤0.01% 993
2024
Q4 		$372K Sell
3,272
-1,006
-24% -$119K ﹤0.01% 783
2024
Q3 		$426K Buy
4,278
+1,294
+43% +$107K ﹤0.01% 739
2024
Q2 		$258K Buy
+2,984
New +$272K ﹤0.01% 696

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

EP Wealth Advisors's VRT Position: Q1 2026 in Review

EP Wealth Advisors increased its Vertiv (VRT) stake by 43% in Q1 2026, buying an estimated $597K and bringing the position to 8,926 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #455.

EP Wealth Advisors first reported a position in VRT in Q2 2024 and has held it in 7 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • EP Wealth Advisors held 8,926 shares of Vertiv worth $2.24M as of Q1 2026.
  • EP Wealth Advisors bought 2,690 Vertiv shares in Q1 2026, an estimated $597K.
  • Vertiv made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #455 holding.
  • EP Wealth Advisors first reported a position in Vertiv in Q2 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 EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.