HighTower Advisors’s Vertiv VRT Stock Holding History

HighTower Advisors’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
2025 Q1	–	Sell	-100	Closed	-$2.48K	–	4070
2024 Q4	$2.48K	Buy	+100	New	+$11.9K	﹤0.01%	3672

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

HighTower Advisors's VRT Position: Q1 2026 in Review

HighTower Advisors increased its Vertiv (VRT) stake by 12% in Q1 2026, buying an estimated $2.93M and bringing the position to 127,810 shares worth $32M. The position accounts for 0.03% of the portfolio, ranked #473.

HighTower Advisors first reported a position in VRT in Q2 2021 and has held it in 12 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

HighTower Advisors held 127,810 shares of Vertiv worth $32M as of Q1 2026.
HighTower Advisors bought 13,209 Vertiv shares in Q1 2026, an estimated $2.93M.
Vertiv made up 0.03% of HighTower Advisors's portfolio in Q1 2026, its #473 holding.
HighTower Advisors first reported a position in Vertiv in Q2 2021 and has held it in 12 quarters since.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.