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Evergreen Capital Management’s Vertiv VRT Stock Holding History

Evergreen Capital 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 		$324K Sell
1,292
-2,385
-65% -$529K 0.01% 1072
2025
Q4 		$596K Buy
+3,677
New +$638K 0.01% 648

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

Evergreen Capital Management's VRT Position: Q1 2026 in Review

Evergreen Capital Management reduced its Vertiv (VRT) stake by 65% in Q1 2026, selling an estimated $529K and leaving 1,292 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #1072.

Evergreen Capital Management first reported a position in VRT in Q4 2025 and has held it in 2 quarters since. The position peaked at $596K in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Evergreen Capital Management held 1,292 shares of Vertiv worth $324K as of Q1 2026.
  • Evergreen Capital Management sold 2,385 Vertiv shares in Q1 2026, an estimated $529K.
  • Vertiv made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1072 holding.
  • Evergreen Capital Management first reported a position in Vertiv in Q4 2025 and has held it in 2 quarters since.
  • Evergreen Capital Management's Vertiv position peaked at $596K in Q4 2025.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.