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NewEdge Advisors’s Vertiv VRT Stock Holding History

NewEdge 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 		$29.9M Sell
119,374
-40,574
-25% -$9.01M 0.11% 194
2025
Q4 		$25.9M Buy
159,948
+67,156
+72% +$11.7M 0.09% 204
2025
Q3 		$14M Buy
92,792
+17,225
+23% +$2.3M 0.06% 306
2025
Q2 		$9.7M Sell
75,567
-14,103
-16% -$1.37M 0.05% 377
2025
Q1 		$6.47M Sell
89,670
-5,750
-6% -$612K 0.04% 431
2024
Q4 		$10.8M Buy
95,420
+8,982
+10% +$1.07M 0.07% 293
2024
Q3 		$8.6M Sell
86,438
-12,652
-13% -$1.05M 0.06% 332
2024
Q2 		$8.58M Buy
99,090
+19,647
+25% +$1.79M 0.06% 302
2024
Q1 		$6.49M Buy
79,443
+20,155
+34% +$1.27M 0.06% 319
2023
Q4 		$2.9M Buy
59,288
+7,959
+16% +$339K 0.03% 529
2023
Q3 		$1.91M Sell
51,329
-3,510
-6% -$116K 0.02% 610
2023
Q2 		$1.36M Buy
+54,839
New +$941K 0.02% 733
2023
Q1 		– Sell
-246
Closed -$3.02K – 4159
2022
Q4 		$3.02K Buy
+246
New +$3.28K ﹤0.01% 2728

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

NewEdge Advisors's VRT Position: Q1 2026 in Review

NewEdge Advisors reduced its Vertiv (VRT) stake by 25% in Q1 2026, selling an estimated $9.01M and leaving 119,374 shares worth $29.9M. The position accounts for 0.11% of the portfolio, ranked #194.

NewEdge Advisors first reported a position in VRT in Q4 2022 and has held it in 13 quarters since. 1,831 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • NewEdge Advisors held 119,374 shares of Vertiv worth $29.9M as of Q1 2026.
  • NewEdge Advisors sold 40,574 Vertiv shares in Q1 2026, an estimated $9.01M.
  • Vertiv made up 0.11% of NewEdge Advisors's portfolio in Q1 2026, its #194 holding.
  • NewEdge Advisors first reported a position in Vertiv in Q4 2022 and has held it in 13 quarters since.
  • 1,831 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.