EWA
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Exencial Wealth Advisors’s Vertiv VRT Stock Holding History

Exencial 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 		$954K Buy
3,808
+191
+5% +$42.4K 0.03% 302
2025
Q4 		$586K Buy
3,617
+458
+14% +$79.5K 0.02% 366
2025
Q3 		$477K Buy
+3,159
New +$421K 0.02% 381

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Exencial Wealth Advisors increased its Vertiv (VRT) stake by 5.3% in Q1 2026, buying an estimated $42.4K and bringing the position to 3,808 shares worth $954K. The position accounts for 0.03% of the portfolio, ranked #302.

Exencial Wealth Advisors first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. 1,835 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Exencial Wealth Advisors held 3,808 shares of Vertiv worth $954K as of Q1 2026.
  • Exencial Wealth Advisors bought 191 Vertiv shares in Q1 2026, an estimated $42.4K.
  • Vertiv made up 0.03% of Exencial Wealth Advisors's portfolio in Q1 2026, its #302 holding.
  • Exencial Wealth Advisors first reported a position in Vertiv in Q3 2025 and has held it in 3 quarters since.
  • 1,835 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.