EverSource Wealth Advisors’s Vertiv VRT Stock Holding History

EverSource 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	$1.76M	Buy	7,036 +2,055	+41%	+$456K	0.05%	242
2025 Q4	$807K	Buy	4,981 +568	+13%	+$98.6K	0.03%	388
2025 Q3	$666K	Buy	4,413 +413	+10%	+$55.1K	0.03%	413
2025 Q2	$514K	Buy	4,000 +2,092	+110%	+$203K	0.02%	444
2025 Q1	$138K	Buy	1,908 +489	+34%	+$52K	0.01%	791
2024 Q4	$161K	Sell	1,419 -920	-39%	-$109K	0.01%	735
2024 Q3	$233K	Buy	2,339 +78	+3%	+$6.47K	0.01%	514
2024 Q2	$178K	Sell	2,261 -2,349	-51%	-$214K	0.01%	598
2024 Q1	$429K	Buy	4,610 +52	+1%	+$3.27K	0.03%	299
2023 Q4	$219K	Sell	4,558 -9	-0.2%	-$383	0.02%	413
2023 Q3	$170K	Buy	4,567 +9	+0.2%	+$297	0.02%	432
2023 Q2	$113K	Buy	4,558 +40	+0.9%	+$687	0.01%	537
2023 Q1	$64.7K	Hold	4,518	–	–	0.01%	689
2022 Q4	$61.7K	Hold	4,518	–	–	0.01%	676
2022 Q3	$44K	Buy	+4,518	New	+$50.8K	0.01%	665

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

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

EverSource Wealth Advisors increased its Vertiv (VRT) stake by 41% in Q1 2026, buying an estimated $456K and bringing the position to 7,036 shares worth $1.76M. The position accounts for 0.05% of the portfolio, ranked #242.

EverSource Wealth Advisors first reported a position in VRT in Q3 2022 and has held it in 15 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

EverSource Wealth Advisors held 7,036 shares of Vertiv worth $1.76M as of Q1 2026.
EverSource Wealth Advisors bought 2,055 Vertiv shares in Q1 2026, an estimated $456K.
Vertiv made up 0.05% of EverSource Wealth Advisors's portfolio in Q1 2026, its #242 holding.
EverSource Wealth Advisors first reported a position in Vertiv in Q3 2022 and has held it in 15 quarters since.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.