MYIA
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Mount Yale Investment Advisors’s Vertiv VRT Stock Holding History

Mount Yale Investment 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 		$1.59M Sell
6,344
-817
-11% -$181K 0.04% 420
2025
Q4 		$1.16M Sell
7,161
-675
-9% -$117K 0.06% 293
2025
Q3 		$1.18M Sell
7,836
-3,881
-33% -$518K 0.08% 249
2025
Q2 		$1.5M Sell
11,717
-146
-1% -$14.2K 0.12% 156
2025
Q1 		$857K Buy
11,863
+779
+7% +$82.9K 0.07% 220
2024
Q4 		$1.26M Sell
11,084
-1,133
-9% -$135K 0.1% 169
2024
Q3 		$1.22M Buy
12,217
+3,040
+33% +$252K 0.12% 169
2024
Q2 		$794K Sell
9,177
-130
-1% -$11.8K 0.06% 249
2024
Q1 		$760K Sell
9,307
-3,717
-29% -$234K 0.06% 278
2023
Q4 		$626K Buy
13,024
+5,039
+63% +$215K 0.06% 282
2023
Q3 		$297K Sell
7,985
-4,210
-35% -$139K 0.03% 394
2023
Q2 		$302K Buy
+12,195
New +$209K 0.03% 388
2022
Q1 		– Sell
-9,547
Closed -$238K – 502
2021
Q4 		$238K Buy
+9,547
New +$239K 0.02% 420

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's VRT Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Vertiv (VRT) stake by 11% in Q1 2026, selling an estimated $181K and leaving 6,344 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #420.

Mount Yale Investment Advisors first reported a position in VRT in Q4 2021 and has held it in 13 quarters since. 1,830 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Mount Yale Investment Advisors held 6,344 shares of Vertiv worth $1.59M as of Q1 2026.
  • Mount Yale Investment Advisors sold 817 Vertiv shares in Q1 2026, an estimated $181K.
  • Vertiv made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #420 holding.
  • Mount Yale Investment Advisors first reported a position in Vertiv in Q4 2021 and has held it in 13 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.