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Mosaic Advisors’s Vertiv VRT Stock Holding History

Mosaic Advisors’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 		– Sell
-5,545
Closed -$898K – 46
2025
Q4 		$898K Hold
5,545
– – 1.72% 18
2025
Q3 		$837K Hold
5,545
– – 2.03% 12
2025
Q2 		$712K Sell
5,545
-3,335
-38% -$324K 1.05% 6
2025
Q1 		$641K Buy
+8,880
New +$945K 0.97% 6
2024
Q1 		– Sell
-14,379
Closed -$691K – 17
2023
Q4 		$691K Buy
+14,379
New +$612K 0.41% 13
2023
Q2 		– Sell
-38,819
Closed -$556K – 21
2023
Q1 		$556K Hold
38,819
– – 0.45% 11
2022
Q4 		$530K Hold
38,819
– – 0.45% 11
2022
Q3 		$377K Hold
38,819
– – 0.3% 12
2022
Q2 		$319K Hold
38,819
– – 0.24% 14
2022
Q1 		$543K Buy
+38,819
New +$690K 0.61% 11

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

Mosaic Advisors's VRT Position: Q1 2026 in Review

Mosaic Advisors sold out of Vertiv (VRT) in Q1 2026, closing a stake of 5,545 shares — an estimated $898K sold.

Mosaic Advisors first reported a position in VRT in Q1 2022 and held it in 10 quarters. The position peaked at $898K in Q4 2025. 1,838 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Mosaic Advisors reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
  • Mosaic Advisors sold 5,545 Vertiv shares in Q1 2026, an estimated $898K.
  • Mosaic Advisors first reported a position in Vertiv in Q1 2022 and held it in 10 quarters.
  • Mosaic Advisors's Vertiv position peaked at $898K in Q4 2025.
  • 1,838 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Mosaic Advisors's 13F filing for Q1 2026, filed 4 May 2026.