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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 		$331K Buy
+100
New +$22.2K 0.02% 556
2024
Q4 		– Sell
-100
Closed -$3.8K – 906
2024
Q3 		$3.8K Hold
100
– – ﹤0.01% 190
2024
Q2 		$17K Buy
+100
New +$9.1K 0.01% 56

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

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.