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Friedenthal Financial’s Vertiv VRT Stock Holding History

Friedenthal Financial’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 		– Sell
-5,740
Closed -$930K – 316
2025
Q4 		$930K Buy
+5,740
New +$997K 0.48% 76
2025
Q1 		– Sell
-6,746
Closed -$766K – 302
2024
Q4 		$766K Buy
+6,746
New +$801K 0.45% 66
2024
Q3 		– Sell
-8,494
Closed -$735K – 309
2024
Q2 		$735K Sell
8,494
-2,390
-22% -$218K 0.46% 69
2024
Q1 		$889K Buy
+10,884
New +$684K 0.55% 36
2023
Q4 		– Sell
-19,162
Closed -$713K – 266
2023
Q3 		$713K Buy
+19,162
New +$632K 0.48% 66

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

Friedenthal Financial's VRT Position: Q1 2026 in Review

Friedenthal Financial sold out of Vertiv (VRT) in Q1 2026, closing a stake of 5,740 shares — an estimated $930K sold.

Friedenthal Financial first reported a position in VRT in Q3 2023 and held it in 5 quarters. The position peaked at $930K in Q4 2025. 1,838 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Friedenthal Financial reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
  • Friedenthal Financial sold 5,740 Vertiv shares in Q1 2026, an estimated $930K.
  • Friedenthal Financial first reported a position in Vertiv in Q3 2023 and held it in 5 quarters.
  • Friedenthal Financial's Vertiv position peaked at $930K in Q4 2025.
  • 1,838 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Friedenthal Financial's 13F filing for Q1 2026, filed 20 Apr 2026.