Morse Asset Management’s Vertiv VRT Stock Holding History

Morse Asset 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	$7.75M	Buy	30,931 +737	+2%	+$164K	1.61%	15
2025 Q4	$4.89M	Buy	30,194 +2,204	+8%	+$383K	0.98%	28
2025 Q3	$4.22M	Buy	27,990 +1,091	+4%	+$146K	0.84%	36
2025 Q2	$3.45M	Sell	26,899 -1,388	-5%	-$135K	0.76%	40
2025 Q1	$2.04M	Buy	28,287 +4,914	+21%	+$523K	0.52%	52
2024 Q4	$2.66M	Buy	23,373 +12,258	+110%	+$1.46M	0.61%	47
2024 Q3	$1.11M	Sell	11,115 -1,520	-12%	-$126K	0.24%	86
2024 Q2	$1.09M	Buy	+12,635	New	+$1.15M	0.27%	79

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

Morse Asset Management's VRT Position: Q1 2026 in Review

Morse Asset Management increased its Vertiv (VRT) stake by 2.4% in Q1 2026, buying an estimated $164K and bringing the position to 30,931 shares worth $7.75M. The position accounts for 1.61% of the portfolio, ranked #15.

Morse Asset Management first reported a position in VRT in Q2 2024 and has held it in 8 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Morse Asset Management held 30,931 shares of Vertiv worth $7.75M as of Q1 2026.
Morse Asset Management bought 737 Vertiv shares in Q1 2026, an estimated $164K.
Vertiv made up 1.61% of Morse Asset Management's portfolio in Q1 2026, its #15 holding.
Morse Asset Management first reported a position in Vertiv in Q2 2024 and has held it in 8 quarters since.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.