LB
VRT icon

Legacy Bridge’s Vertiv VRT Stock Holding History

Legacy Bridge’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 		$5M Buy
19,934
+885
+5% +$196K 1.91% 9
2025
Q4 		$3.09M Sell
19,049
-24
-0.1% -$4.17K 1.25% 18
2025
Q3 		$2.88M Sell
19,073
-5,300
-22% -$707K 1.2% 19
2025
Q2 		$3.13M Buy
24,373
+800
+3% +$77.8K 1.49% 13
2025
Q1 		$1.7M Buy
23,573
+915
+4% +$97.4K 0.95% 32
2024
Q4 		$2.57M Buy
22,658
+200
+0.9% +$23.7K 1.34% 15
2024
Q3 		$2.23M Hold
22,458
– – 1.2% 17
2024
Q2 		$1.94M Hold
22,458
– – 1.15% 21
2024
Q1 		$1.83M Buy
+22,458
New +$1.41M 1.07% 23

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

Legacy Bridge's VRT Position: Q1 2026 in Review

Legacy Bridge increased its Vertiv (VRT) stake by 4.6% in Q1 2026, buying an estimated $196K and bringing the position to 19,934 shares worth $5M. The position accounts for 1.91% of the portfolio, ranked #9.

Legacy Bridge first reported a position in VRT in Q1 2024 and has held it in 9 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Legacy Bridge held 19,934 shares of Vertiv worth $5M as of Q1 2026.
  • Legacy Bridge bought 885 Vertiv shares in Q1 2026, an estimated $196K.
  • Vertiv made up 1.91% of Legacy Bridge's portfolio in Q1 2026, its #9 holding.
  • Legacy Bridge first reported a position in Vertiv in Q1 2024 and has held it in 9 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.