Financial Consulate’s Vertiv VRT Stock Holding History

Financial Consulate’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	$31.6K	Buy	126 +30	+31%	+$6.66K	﹤0.01%	403
2025 Q4	$15.6K	Buy	96 +6	+7%	+$1.04K	﹤0.01%	521
2025 Q3	$13.6K	Buy	+90	New	+$12K	﹤0.01%	515

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

Financial Consulate's VRT Position: Q1 2026 in Review

Financial Consulate increased its Vertiv (VRT) stake by 31% in Q1 2026, buying an estimated $6.66K and bringing the position to 126 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Financial Consulate first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Financial Consulate held 126 shares of Vertiv worth $31.6K as of Q1 2026.
Financial Consulate bought 30 Vertiv shares in Q1 2026, an estimated $6.66K.
Vertiv made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #403 holding.
Financial Consulate first reported a position in Vertiv in Q3 2025 and has held it in 3 quarters since.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.