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Insight Wealth Partners’s Vertiv VRT Stock Holding History

Insight Wealth Partners’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 		$1.32M Buy
5,260
+6
+0.1% +$1.33K 0.18% 44
2025
Q4 		$851K Buy
5,254
+907
+21% +$157K 0.12% 62
2025
Q3 		$656K Buy
4,347
+46
+1% +$6.14K 0.2% 67
2025
Q2 		$552K Buy
4,301
+1,180
+38% +$115K 0.21% 67
2025
Q1 		$225K Buy
3,121
+26
+0.8% +$2.77K 0.04% 102
2024
Q4 		$352K Buy
3,095
+12
+0.4% +$1.43K 0.05% 75
2024
Q3 		$307K Buy
3,083
+310
+11% +$25.7K 0.06% 84
2024
Q2 		$240K Buy
+2,773
New +$252K 0.04% 84

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

Insight Wealth Partners's VRT Position: Q1 2026 in Review

Insight Wealth Partners increased its Vertiv (VRT) stake by 0.11% in Q1 2026, buying an estimated $1.33K and bringing the position to 5,260 shares worth $1.32M. The position accounts for 0.18% of the portfolio, ranked #44.

Insight Wealth Partners 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.

  • Insight Wealth Partners held 5,260 shares of Vertiv worth $1.32M as of Q1 2026.
  • Insight Wealth Partners bought 6 Vertiv shares in Q1 2026, an estimated $1.33K.
  • Vertiv made up 0.18% of Insight Wealth Partners's portfolio in Q1 2026, its #44 holding.
  • Insight Wealth Partners 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 Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.