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Mutual Advisors’s Vertiv VRT Stock Holding History

Mutual 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 		$4.41M Sell
17,619
-4,922
-22% -$1.09M 0.09% 212
2025
Q4 		$3.65M Sell
22,541
-354
-2% -$61.5K 0.08% 238
2025
Q3 		$4.19M Buy
22,895
+13,727
+150% +$1.83M 0.09% 210
2025
Q2 		$1.26M Buy
9,168
+704
+8% +$68.5K 0.03% 426
2025
Q1 		$736K Buy
8,464
+1,381
+19% +$147K 0.02% 560
2024
Q4 		$939K Buy
7,083
+1,008
+17% +$120K 0.03% 498
2024
Q3 		$668K Buy
6,075
+2,563
+73% +$212K 0.02% 608
2024
Q2 		$274K Buy
+3,512
New +$320K 0.01% 922

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

Mutual Advisors's VRT Position: Q1 2026 in Review

Mutual Advisors reduced its Vertiv (VRT) stake by 22% in Q1 2026, selling an estimated $1.09M and leaving 17,619 shares worth $4.41M. The position accounts for 0.09% of the portfolio, ranked #212.

Mutual Advisors 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.

  • Mutual Advisors held 17,619 shares of Vertiv worth $4.41M as of Q1 2026.
  • Mutual Advisors sold 4,922 Vertiv shares in Q1 2026, an estimated $1.09M.
  • Vertiv made up 0.09% of Mutual Advisors's portfolio in Q1 2026, its #212 holding.
  • Mutual Advisors 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 Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.