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Nalls Sherbakoff Group’s Vertiv VRT Stock Holding History

Nalls Sherbakoff Group’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
-1,352
Closed -$219K – 445
2025
Q4 		$219K Buy
1,352
+251
+23% +$43.6K 0.16% 96
2025
Q3 		$166K Hold
1,101
– – 0.11% 113
2025
Q2 		$141K Buy
1,101
+100
+10% +$9.72K 0.1% 112
2025
Q1 		$72.3K Buy
+1,001
New +$107K 0.06% 154

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

Nalls Sherbakoff Group's VRT Position: Q1 2026 in Review

Nalls Sherbakoff Group sold out of Vertiv (VRT) in Q1 2026, closing a stake of 1,352 shares — an estimated $219K sold.

Nalls Sherbakoff Group first reported a position in VRT in Q1 2025 and held it in 4 quarters. The position peaked at $219K in Q4 2025. 1,838 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Nalls Sherbakoff Group reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
  • Nalls Sherbakoff Group sold 1,352 Vertiv shares in Q1 2026, an estimated $219K.
  • Nalls Sherbakoff Group first reported a position in Vertiv in Q1 2025 and held it in 4 quarters.
  • Nalls Sherbakoff Group's Vertiv position peaked at $219K in Q4 2025.
  • 1,838 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q1 2026, filed 17 Aug 2026.