Evoke Wealth’s Vertiv VRT Stock Holding History

Evoke Wealth’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	$1.34M	Buy	5,356 +1,097	+26%	+$244K	0.02%	230
2025 Q4	$690K	Sell	4,259 -1,400	-25%	-$243K	0.01%	330
2025 Q3	$854K	Buy	5,659 +3,079	+119%	+$411K	0.02%	274
2025 Q2	$331K	Buy	+2,580	New	+$251K	0.01%	434

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

Evoke Wealth's VRT Position: Q1 2026 in Review

Evoke Wealth increased its Vertiv (VRT) stake by 26% in Q1 2026, buying an estimated $244K and bringing the position to 5,356 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #230.

Evoke Wealth first reported a position in VRT in Q2 2025 and has held it in 4 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Evoke Wealth held 5,356 shares of Vertiv worth $1.34M as of Q1 2026.
Evoke Wealth bought 1,097 Vertiv shares in Q1 2026, an estimated $244K.
Vertiv made up 0.02% of Evoke Wealth's portfolio in Q1 2026, its #230 holding.
Evoke Wealth first reported a position in Vertiv in Q2 2025 and has held it in 4 quarters since.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.