Ken Fisher’s Vertiv VRT Stock Holding History

Ken Fisher’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	$4.4M	Sell	17,578 -84	-0.5%	-$18.6K	﹤0.01%	480
2025 Q4	$2.86M	Sell	17,662 -2,443	-12%	-$424K	﹤0.01%	519
2025 Q3	$3.03M	Sell	20,105 -1,661	-8%	-$222K	﹤0.01%	523
2025 Q2	$2.8M	Buy	+21,766	New	+$2.12M	﹤0.01%	544

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

Ken Fisher's VRT Position: Q1 2026 in Review

Ken Fisher reduced its Vertiv (VRT) stake by 0.48% in Q1 2026, selling an estimated $18.6K and leaving 17,578 shares worth $4.4M. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Ken Fisher first reported a position in VRT in Q2 2025 and has held it in 4 quarters since. 1,826 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Ken Fisher held 17,578 shares of Vertiv worth $4.4M as of Q1 2026.
Ken Fisher sold 84 Vertiv shares in Q1 2026, an estimated $18.6K.
Vertiv made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #480 holding.
Ken Fisher first reported a position in Vertiv in Q2 2025 and has held it in 4 quarters since.
1,826 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.