HIM
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Hillsdale Investment Management’s Vertiv VRT Stock Holding History

Hillsdale Investment 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 		$1.15M Buy
+4,600
New +$1.02M 0.03% 347
2025
Q2 		– Sell
-6,650
Closed -$480K – 721
2025
Q1 		$480K Hold
6,650
– – 0.02% 369
2024
Q4 		$756K Sell
6,650
-2,330
-26% -$277K 0.04% 296
2024
Q3 		$893K Buy
8,980
+800
+10% +$66.3K 0.07% 233
2024
Q2 		$708K Sell
8,180
-3,120
-28% -$284K 0.06% 243
2024
Q1 		$923K Sell
11,300
-1,900
-14% -$119K 0.07% 210
2023
Q4 		$634K Buy
+13,200
New +$562K 0.05% 234

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

Hillsdale Investment Management's VRT Position: Q1 2026 in Review

Hillsdale Investment Management opened a new position in Vertiv (VRT) in Q1 2026: 4,600 shares worth $1.15M. The stake represents 0.03% of the portfolio and ranks #347 among its holdings. This is a return to the name: Hillsdale Investment Management previously reported a position in VRT as recently as Q1 2025.

Hillsdale Investment Management first reported a position in VRT in Q4 2023 and has held it in 7 quarters since. 1,826 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Hillsdale Investment Management held 4,600 shares of Vertiv worth $1.15M as of Q1 2026.
  • Vertiv was a new Hillsdale Investment Management position in Q1 2026.
  • Vertiv made up 0.03% of Hillsdale Investment Management's portfolio in Q1 2026, its #347 holding.
  • Hillsdale Investment Management first reported a position in Vertiv in Q4 2023 and has held it in 7 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.