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Legacy Capital Group California’s Vertiv VRT Stock Holding History

Legacy Capital Group California’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 		$292K Sell
1,167
-692
-37% -$154K 0.11% 240
2025
Q4 		$301K Buy
1,859
+57
+3% +$9.9K 0.07% 287
2025
Q3 		$272K Buy
1,802
+144
+9% +$19.2K 0.07% 299
2025
Q2 		$213K Buy
+1,658
New +$161K 0.06% 320

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 Capital Group California's VRT Position: Q1 2026 in Review

Legacy Capital Group California reduced its Vertiv (VRT) stake by 37% in Q1 2026, selling an estimated $154K and leaving 1,167 shares worth $292K. The position accounts for 0.11% of the portfolio, ranked #240.

Legacy Capital Group California first reported a position in VRT in Q2 2025 and has held it in 4 quarters since. The position peaked at $301K in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Legacy Capital Group California held 1,167 shares of Vertiv worth $292K as of Q1 2026.
  • Legacy Capital Group California sold 692 Vertiv shares in Q1 2026, an estimated $154K.
  • Vertiv made up 0.11% of Legacy Capital Group California's portfolio in Q1 2026, its #240 holding.
  • Legacy Capital Group California first reported a position in Vertiv in Q2 2025 and has held it in 4 quarters since.
  • Legacy Capital Group California's Vertiv position peaked at $301K in Q4 2025.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.