IAA
VRT icon

Independent Advisor Alliance’s Vertiv VRT Stock Holding History

Independent Advisor Alliance’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 		$2.31M Sell
9,219
-53,997
-85% -$12M 0.02% 513
2025
Q4 		$10.2M Sell
63,216
-4,086
-6% -$709K 0.25% 57
2025
Q3 		$10.2M Sell
67,302
-4,289
-6% -$572K 0.26% 55
2025
Q2 		$9.19M Sell
71,591
-2,050
-3% -$199K 0.27% 61
2025
Q1 		$5.32M Buy
73,641
+2,030
+3% +$216K 0.18% 100
2024
Q4 		$8.14M Buy
71,611
+3,868
+6% +$459K 0.11% 190
2024
Q3 		$6.74M Buy
67,743
+27,426
+68% +$2.27M 0.25% 79
2024
Q2 		$3.49M Buy
+40,317
New +$3.67M 0.12% 149

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

Independent Advisor Alliance's VRT Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Vertiv (VRT) stake by 85% in Q1 2026, selling an estimated $12M and leaving 9,219 shares worth $2.31M. The position accounts for 0.02% of the portfolio, ranked #513.

Independent Advisor Alliance first reported a position in VRT in Q2 2024 and has held it in 8 quarters since. The position peaked at $10.2M in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Independent Advisor Alliance held 9,219 shares of Vertiv worth $2.31M as of Q1 2026.
  • Independent Advisor Alliance sold 53,997 Vertiv shares in Q1 2026, an estimated $12M.
  • Vertiv made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #513 holding.
  • Independent Advisor Alliance first reported a position in Vertiv in Q2 2024 and has held it in 8 quarters since.
  • Independent Advisor Alliance's Vertiv position peaked at $10.2M in Q4 2025.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.