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Laurel Wealth Advisors (North Carolina)’s Vertiv VRT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-3
Closed -$487 – 650
2025
Q4 		$487 Buy
+3
New +$521 ﹤0.01% 666
2025
Q1 		– Sell
-1
Closed -$114 – 744
2024
Q4 		$114 Buy
+1
New +$119 ﹤0.01% 717

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s VRT Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vertiv (VRT) in Q1 2026, closing a stake of 3 shares — an estimated $487 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in VRT in Q4 2024 and held it in 2 quarters. The position peaked at $487 in Q4 2025. 1,841 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 3 Vertiv shares in Q1 2026, an estimated $487.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Vertiv in Q4 2024 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Vertiv position peaked at $487 in Q4 2025.
  • 1,841 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.