GCM
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Goldstream Capital Management’s Vertiv VRT Stock Holding History

Goldstream Capital Management’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 		$3.24M Sell
12,926
-3,618
-22% -$803K 2.69% 12
2025
Q4 		$2.68M Sell
16,544
-12,311
-43% -$2.14M 0.96% 20
2025
Q3 		$4.35M Sell
28,855
-1,243
-4% -$166K 0.99% 17
2025
Q2 		$3.86M Buy
+30,098
New +$2.93M 1.28% 15

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

Goldstream Capital Management's VRT Position: Q1 2026 in Review

Goldstream Capital Management reduced its Vertiv (VRT) stake by 22% in Q1 2026, selling an estimated $803K and leaving 12,926 shares worth $3.24M. The position accounts for 2.69% of the portfolio, ranked #12.

Goldstream Capital Management first reported a position in VRT in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.35M in Q3 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Goldstream Capital Management held 12,926 shares of Vertiv worth $3.24M as of Q1 2026.
  • Goldstream Capital Management sold 3,618 Vertiv shares in Q1 2026, an estimated $803K.
  • Vertiv made up 2.69% of Goldstream Capital Management's portfolio in Q1 2026, its #12 holding.
  • Goldstream Capital Management first reported a position in Vertiv in Q2 2025 and has held it in 4 quarters since.
  • Goldstream Capital Management's Vertiv position peaked at $4.35M in Q3 2025.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Goldstream Capital Management's 13F filing for Q1 2026, filed 15 May 2026.