InceptionR’s Vertiv VRT Stock Holding History

InceptionR’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	–	Sell	-6,227	Closed	-$1.01M	–	925
2025 Q4	$1.01M	Buy	+6,227	New	+$1.08M	0.28%	102
2025 Q3	–	Sell	-1,670	Closed	-$214K	–	959
2025 Q2	$214K	Sell	1,670 -3,146	-65%	-$306K	0.05%	549
2025 Q1	$348K	Buy	+4,816	New	+$513K	0.1%	351

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

InceptionR's VRT Position: Q1 2026 in Review

InceptionR sold out of Vertiv (VRT) in Q1 2026, closing a stake of 6,227 shares — an estimated $1.01M sold.

InceptionR first reported a position in VRT in Q1 2025 and held it in 3 quarters. The position peaked at $1.01M in Q4 2025. 1,837 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

InceptionR reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
InceptionR sold 6,227 Vertiv shares in Q1 2026, an estimated $1.01M.
InceptionR first reported a position in Vertiv in Q1 2025 and held it in 3 quarters.
InceptionR's Vertiv position peaked at $1.01M in Q4 2025.
1,837 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.