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Leo Wealth LLC’s Vertiv VRT Stock Holding History

Leo Wealth LLC’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 		$711K Sell
2,838
-201
-7% -$44.6K 0.05% 221
2025
Q4 		$492K Buy
3,039
+7
+0.2% +$1.22K 0.04% 266
2025
Q3 		$457K Sell
3,032
-331
-10% -$44.2K 0.06% 188
2025
Q2 		$432K Sell
3,363
-1,127
-25% -$110K 0.03% 259
2025
Q1 		$324K Buy
+4,490
New +$478K 0.05% 213

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 $3.37T AUM 44.26% 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

Leo Wealth LLC's VRT Position: Q1 2026 in Review

Leo Wealth LLC reduced its Vertiv (VRT) stake by 6.6% in Q1 2026, selling an estimated $44.6K and leaving 2,838 shares worth $711K. The position accounts for 0.05% of the portfolio, ranked #221.

Leo Wealth LLC first reported a position in VRT in Q1 2025 and has held it in 5 quarters since. 1,836 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Leo Wealth LLC held 2,838 shares of Vertiv worth $711K as of Q1 2026.
  • Leo Wealth LLC sold 201 Vertiv shares in Q1 2026, an estimated $44.6K.
  • Vertiv made up 0.05% of Leo Wealth LLC's portfolio in Q1 2026, its #221 holding.
  • Leo Wealth LLC first reported a position in Vertiv in Q1 2025 and has held it in 5 quarters since.
  • 1,836 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.