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IEQ Capital’s Vertiv VRT Stock Holding History

IEQ Capital’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 		$53.2M Buy
212,189
+58,525
+38% +$13M 0.25% 74
2025
Q4 		$24.9M Buy
153,664
+22,728
+17% +$3.95M 0.07% 169
2025
Q3 		$19.8M Buy
130,936
+1,648
+1% +$220K 0.06% 174
2025
Q2 		$16.6M Buy
129,288
+93,261
+259% +$9.07M 0.1% 152
2025
Q1 		$2.6M Sell
36,027
-4,857
-12% -$517K 0.02% 515
2024
Q4 		$4.64M Buy
40,884
+32,339
+378% +$3.84M 0.04% 282
2024
Q3 		$850K Buy
8,545
+5,471
+178% +$454K 0.01% 581
2024
Q2 		$266K Buy
+3,074
New +$280K ﹤0.01% 833

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

IEQ Capital's VRT Position: Q1 2026 in Review

IEQ Capital increased its Vertiv (VRT) stake by 38% in Q1 2026, buying an estimated $13M and bringing the position to 212,189 shares worth $53.2M. The position accounts for 0.25% of the portfolio, ranked #74.

IEQ Capital first reported a position in VRT in Q2 2024 and has held it in 8 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • IEQ Capital held 212,189 shares of Vertiv worth $53.2M as of Q1 2026.
  • IEQ Capital bought 58,525 Vertiv shares in Q1 2026, an estimated $13M.
  • Vertiv made up 0.25% of IEQ Capital's portfolio in Q1 2026, its #74 holding.
  • IEQ Capital first reported a position in Vertiv in Q2 2024 and has held it in 8 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

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