IWA
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IBEX Wealth Advisors’s Vertiv VRT Stock Holding History

IBEX Wealth 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
2026
Q1 		$24.9M Buy
99,511
+1,892
+2% +$420K 2.32% 8
2025
Q4 		$15.8M Buy
97,619
+1,761
+2% +$306K 1.55% 12
2025
Q3 		$14.5M Buy
95,858
+1,996
+2% +$266K 1.39% 13
2025
Q2 		$12.1M Buy
93,862
+20,123
+27% +$1.96M 1.29% 18
2025
Q1 		$5.32M Buy
73,739
+6,989
+10% +$744K 0.7% 52
2024
Q4 		$7.58M Buy
+66,750
New +$7.93M 0.89% 31
2024
Q3 		– Sell
-62,319
Closed -$5.39M – 272
2024
Q2 		$5.39M Buy
+62,319
New +$5.67M 0.84% 37

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

IBEX Wealth Advisors's VRT Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Vertiv (VRT) stake by 1.9% in Q1 2026, buying an estimated $420K and bringing the position to 99,511 shares worth $24.9M. The position accounts for 2.32% of the portfolio, ranked #8.

IBEX Wealth Advisors first reported a position in VRT in Q2 2024 and has held it in 7 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • IBEX Wealth Advisors held 99,511 shares of Vertiv worth $24.9M as of Q1 2026.
  • IBEX Wealth Advisors bought 1,892 Vertiv shares in Q1 2026, an estimated $420K.
  • Vertiv made up 2.32% of IBEX Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • IBEX Wealth Advisors first reported a position in Vertiv in Q2 2024 and has held it in 7 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.