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McCarter Private Wealth Services’s Vertiv VRT Stock Holding History

McCarter Private Wealth Services’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 		$3.13M Buy
12,479
+714
+6% +$158K 1.36% 20
2025
Q4 		$1.91M Sell
11,765
-122
-1% -$21.2K 0.86% 34
2025
Q3 		$1.79M Sell
11,887
-97
-0.8% -$12.9K 0.92% 32
2025
Q2 		$1.54M Buy
11,984
+7,243
+153% +$704K 0.88% 33
2025
Q1 		$342K Buy
4,741
+370
+8% +$39.4K 0.22% 75
2024
Q4 		$497K Buy
+4,371
New +$519K 0.32% 59

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

McCarter Private Wealth Services's VRT Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Vertiv (VRT) stake by 6.1% in Q1 2026, buying an estimated $158K and bringing the position to 12,479 shares worth $3.13M. The position accounts for 1.36% of the portfolio, ranked #20.

McCarter Private Wealth Services first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • McCarter Private Wealth Services held 12,479 shares of Vertiv worth $3.13M as of Q1 2026.
  • McCarter Private Wealth Services bought 714 Vertiv shares in Q1 2026, an estimated $158K.
  • Vertiv made up 1.36% of McCarter Private Wealth Services's portfolio in Q1 2026, its #20 holding.
  • McCarter Private Wealth Services first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.