GI
VRT icon

GLOBALT Investments’s Vertiv VRT Stock Holding History

GLOBALT Investments’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 		$1.06M Sell
4,238
-44
-1% -$9.77K 0.04% 136
2025
Q4 		$694K Sell
4,282
-1,386
-24% -$241K 0.03% 153
2025
Q3 		$855K Sell
5,668
-35
-0.6% -$4.67K 0.03% 146
2025
Q2 		$732K Sell
5,703
-2
-0% -$194 0.03% 158
2025
Q1 		$412K Sell
5,705
-615
-10% -$65.5K 0.02% 183
2024
Q4 		$718K Sell
6,320
-21
-0.3% -$2.49K 0.03% 162
2024
Q3 		$631K Buy
6,341
+184
+3% +$15.3K 0.02% 168
2024
Q2 		$533K Buy
+6,157
New +$561K 0.02% 174

Other funds holding VRT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GLOBALT Investments's VRT Position: Q1 2026 in Review

GLOBALT Investments reduced its Vertiv (VRT) stake by 1% in Q1 2026, selling an estimated $9.77K and leaving 4,238 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #136.

GLOBALT Investments first reported a position in VRT in Q2 2024 and has held it in 8 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • GLOBALT Investments held 4,238 shares of Vertiv worth $1.06M as of Q1 2026.
  • GLOBALT Investments sold 44 Vertiv shares in Q1 2026, an estimated $9.77K.
  • Vertiv made up 0.04% of GLOBALT Investments's portfolio in Q1 2026, its #136 holding.
  • GLOBALT Investments first reported a position in Vertiv in Q2 2024 and has held it in 8 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.