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Joseph Group Capital Management’s Vertiv VRT Stock Holding History

Joseph Group Capital Management’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 		$6.77K Buy
+27
New +$5.99K ﹤0.01% 339
2023
Q1 		– Sell
-645
Closed -$9K – 96
2022
Q4 		$9K Hold
645
– – 0.01% 87
2022
Q3 		$6K Sell
645
-23,851
-97% -$268K 0.01% 77
2022
Q2 		$201K Buy
24,496
+3,630
+17% +$41.1K 0.2% 48
2022
Q1 		$292K Buy
20,866
+1,769
+9% +$31.5K 0.29% 46
2021
Q4 		$477K Buy
+19,097
New +$478K 0.46% 47

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

Joseph Group Capital Management's VRT Position: Q1 2026 in Review

Joseph Group Capital Management opened a new position in Vertiv (VRT) in Q1 2026: 27 shares worth $6.77K. The stake represents ﹤0.01% of the portfolio and ranks #339 among its holdings. This is a return to the name: Joseph Group Capital Management previously reported a position in VRT as recently as Q4 2022.

Joseph Group Capital Management first reported a position in VRT in Q4 2021 and has held it in 6 quarters since. The position peaked at $477K in Q4 2021. 1,826 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Joseph Group Capital Management held 27 shares of Vertiv worth $6.77K as of Q1 2026.
  • Vertiv was a new Joseph Group Capital Management position in Q1 2026.
  • Vertiv made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q1 2026, its #339 holding.
  • Joseph Group Capital Management first reported a position in Vertiv in Q4 2021 and has held it in 6 quarters since.
  • Joseph Group Capital Management's Vertiv position peaked at $477K in Q4 2021.
  • 1,826 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.