J. Goldman & Co’s Vertiv VRT Stock Holding History

J. Goldman & Co’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	-119,841	Closed	-$19.4M	–	902
2025 Q4	$19.4M	Buy	+119,841	New	+$20.8M	0.51%	53
2025 Q2	–	Sell	-7,178	Closed	-$518K	–	652
2025 Q1	$518K	Buy	+7,178	New	+$764K	0.01%	405
2020 Q1	–	Sell	-1,615,764	Closed	-$17.8M	–	341
2019 Q4	$17.8M	Buy	1,615,764 +501,691	+45%	+$5.24M	1.28%	12
2019 Q3	$11.4M	Buy	1,114,073 +1,064,073	+2,128%	+$10.9M	0.85%	35
2019 Q2	$507K	Buy	+50,000	New	+$504K	0.04%	221

Other funds holding VRT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

J. Goldman & Co's VRT Position: Q1 2026 in Review

J. Goldman & Co sold out of Vertiv (VRT) in Q1 2026, closing a stake of 119,841 shares — an estimated $19.4M sold.

J. Goldman & Co first reported a position in VRT in Q2 2019 and held it in 5 quarters. The position peaked at $19.4M in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

J. Goldman & Co reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
J. Goldman & Co sold 119,841 Vertiv shares in Q1 2026, an estimated $19.4M.
J. Goldman & Co first reported a position in Vertiv in Q2 2019 and held it in 5 quarters.
J. Goldman & Co's Vertiv position peaked at $19.4M in Q4 2025.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.