New Age Alpha Advisors’s Vertiv VRT Stock Holding History

New Age Alpha 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	$62.5K	Buy	+100	New	+$22.2K	﹤0.01%	717
2025 Q4	–	Sell	-300	Closed	-$789K	–	924
2025 Q3	$789K	Buy	+300	New	+$40K	0.03%	446

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

New Age Alpha Advisors's VRT Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Vertiv (VRT) stake by 18% in Q1 2026, selling an estimated $1.18M and leaving 24,667 shares worth $6.18M. The position accounts for 0.29% of the portfolio, ranked #88.

New Age Alpha 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.

New Age Alpha Advisors held 24,667 shares of Vertiv worth $6.18M as of Q1 2026.
New Age Alpha Advisors sold 5,333 Vertiv shares in Q1 2026, an estimated $1.18M.
Vertiv made up 0.29% of New Age Alpha Advisors's portfolio in Q1 2026, its #88 holding.
New Age Alpha 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 New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.