JPMIA
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J.P. Marvel Investment Advisors’s Vertiv VRT Stock Holding History

J.P. Marvel Investment Advisors’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 		$1.15M Hold
4,600
– – 0.16% 51
2025
Q4 		$745K Hold
4,600
– – 0.1% 55
2025
Q3 		$694K Hold
4,600
– – 0.1% 55
2025
Q2 		$591K Hold
4,600
– – 0.1% 59
2025
Q1 		$332K Hold
4,600
– – 0.06% 63
2024
Q4 		$523K Hold
4,600
– – 0.09% 61
2024
Q3 		$458K Hold
4,600
– – 0.07% 70
2024
Q2 		$398K Hold
4,600
– – 0.07% 69
2024
Q1 		$376K Hold
4,600
– – 0.07% 70
2023
Q4 		$221K Buy
+4,600
New +$196K 0.04% 71

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

J.P. Marvel Investment Advisors's VRT Position: Q1 2026 in Review

J.P. Marvel Investment Advisors held its Vertiv (VRT) position steady in Q1 2026 at 4,600 shares worth $1.15M. The position accounts for 0.16% of the portfolio, ranked #51.

J.P. Marvel Investment Advisors first reported a position in VRT in Q4 2023 and has held it in 10 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • J.P. Marvel Investment Advisors held 4,600 shares of Vertiv worth $1.15M as of Q1 2026.
  • J.P. Marvel Investment Advisors left its Vertiv share count unchanged in Q1 2026.
  • Vertiv made up 0.16% of J.P. Marvel Investment Advisors's portfolio in Q1 2026, its #51 holding.
  • J.P. Marvel Investment Advisors first reported a position in Vertiv in Q4 2023 and has held it in 10 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on J.P. Marvel Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.