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GM Advisory Group’s Vertiv VRT Stock Holding History

GM Advisory Group’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 		$1.66M Sell
6,631
-1,233
-16% -$274K 0.06% 121
2025
Q4 		$1.27M Sell
7,864
-1,373
-15% -$238K 0.05% 142
2025
Q3 		$1.39M Sell
9,237
-2,999
-25% -$400K 0.06% 128
2025
Q2 		$1.57M Sell
12,236
-7,670
-39% -$746K 0.08% 113
2025
Q1 		$1.44M Buy
19,906
+17,194
+634% +$1.83M 0.08% 105
2024
Q4 		$308K Buy
+2,712
New +$322K 0.02% 205

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

GM Advisory Group's VRT Position: Q1 2026 in Review

GM Advisory Group reduced its Vertiv (VRT) stake by 16% in Q1 2026, selling an estimated $274K and leaving 6,631 shares worth $1.66M. The position accounts for 0.06% of the portfolio, ranked #121.

GM Advisory Group first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • GM Advisory Group held 6,631 shares of Vertiv worth $1.66M as of Q1 2026.
  • GM Advisory Group sold 1,233 Vertiv shares in Q1 2026, an estimated $274K.
  • Vertiv made up 0.06% of GM Advisory Group's portfolio in Q1 2026, its #121 holding.
  • GM Advisory Group first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.