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McDonald Partners’s Vertiv VRT Stock Holding History

McDonald Partners’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 		$1.32M Buy
5,268
+343
+7% +$76.1K 0.31% 87
2025
Q4 		$798K Hold
4,925
– – 0.25% 98
2025
Q3 		$743K Hold
4,925
– – 0.22% 109
2025
Q2 		$632K Hold
4,925
– – 0.15% 155
2025
Q1 		$356K Buy
+4,925
New +$524K 0.09% 191

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

McDonald Partners's VRT Position: Q1 2026 in Review

McDonald Partners increased its Vertiv (VRT) stake by 7% in Q1 2026, buying an estimated $76.1K and bringing the position to 5,268 shares worth $1.32M. The position accounts for 0.31% of the portfolio, ranked #87.

McDonald Partners first reported a position in VRT in Q1 2025 and has held it in 5 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • McDonald Partners held 5,268 shares of Vertiv worth $1.32M as of Q1 2026.
  • McDonald Partners bought 343 Vertiv shares in Q1 2026, an estimated $76.1K.
  • Vertiv made up 0.31% of McDonald Partners's portfolio in Q1 2026, its #87 holding.
  • McDonald Partners first reported a position in Vertiv in Q1 2025 and has held it in 5 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.