Liberty One Investment Management’s Vertiv VRT Stock Holding History

Liberty One Investment 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	$343K	Buy	1,370 +265	+24%	+$58.8K	0.04%	138
2025 Q4	$179K	Sell	1,105 -1,961	-64%	-$340K	0.02%	129
2025 Q3	$466K	Buy	3,066 +1,046	+52%	+$140K	0.03%	125
2025 Q2	$259K	Buy	2,020 +137	+7%	+$13.3K	0.03%	133
2025 Q1	$136K	Buy	1,883 +192	+11%	+$20.4K	0.01%	146
2024 Q4	$192K	Buy	1,691 +7	+0.4%	+$831	0.02%	137
2024 Q3	$168K	Sell	1,684 -126	-7%	-$10.4K	0.02%	139
2024 Q2	$157K	Sell	1,810 -1,295	-42%	-$118K	0.02%	148
2024 Q1	$254K	Buy	+3,105	New	+$195K	0.03%	123

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

Liberty One Investment Management's VRT Position: Q1 2026 in Review

Liberty One Investment Management increased its Vertiv (VRT) stake by 24% in Q1 2026, buying an estimated $58.8K and bringing the position to 1,370 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #138.

Liberty One Investment Management first reported a position in VRT in Q1 2024 and has held it in 9 quarters since. The position peaked at $466K in Q3 2025. 1,826 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Liberty One Investment Management held 1,370 shares of Vertiv worth $343K as of Q1 2026.
Liberty One Investment Management bought 265 Vertiv shares in Q1 2026, an estimated $58.8K.
Vertiv made up 0.04% of Liberty One Investment Management's portfolio in Q1 2026, its #138 holding.
Liberty One Investment Management first reported a position in Vertiv in Q1 2024 and has held it in 9 quarters since.
Liberty One Investment Management's Vertiv position peaked at $466K in Q3 2025.
1,826 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.