Left Brain Wealth Management’s Vertiv VRT Stock Holding History

Left Brain Wealth 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	$5.06M	Buy	20,208 +1,050	+5%	+$233K	1.99%	20
2025 Q4	$3.1M	Buy	19,158 +942	+5%	+$164K	1.07%	34
2025 Q3	$2.75M	Buy	18,216 +13,641	+298%	+$1.82M	0.86%	36
2025 Q2	$587K	Buy	+4,575	New	+$445K	0.21%	60
2025 Q1	–	Sell	-2,000	Closed	-$227K	–	102
2024 Q4	$227K	Buy	+2,000	New	+$237K	0.09%	88

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

Left Brain Wealth Management's VRT Position: Q1 2026 in Review

Left Brain Wealth Management increased its Vertiv (VRT) stake by 5.5% in Q1 2026, buying an estimated $233K and bringing the position to 20,208 shares worth $5.06M. The position accounts for 1.99% of the portfolio, ranked #20.

Left Brain Wealth Management first reported a position in VRT in Q4 2024 and has held it in 5 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Left Brain Wealth Management held 20,208 shares of Vertiv worth $5.06M as of Q1 2026.
Left Brain Wealth Management bought 1,050 Vertiv shares in Q1 2026, an estimated $233K.
Vertiv made up 1.99% of Left Brain Wealth Management's portfolio in Q1 2026, its #20 holding.
Left Brain Wealth Management first reported a position in Vertiv in Q4 2024 and has held it in 5 quarters since.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.