NIA Impact Advisors’s Vertiv VRT Stock Holding History

NIA Impact 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	$5.95M	Sell	23,765 -5,508	-19%	-$1.22M	2.65%	12
2025 Q4	$4.74M	Buy	29,273 +180	+0.6%	+$31.3K	1.59%	21
2025 Q3	$4.39M	Buy	+29,093	New	+$3.88M	1.43%	26

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

NIA Impact Advisors's VRT Position: Q1 2026 in Review

NIA Impact Advisors reduced its Vertiv (VRT) stake by 19% in Q1 2026, selling an estimated $1.22M and leaving 23,765 shares worth $5.95M. The position accounts for 2.65% of the portfolio, ranked #12.

NIA Impact Advisors first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

NIA Impact Advisors held 23,765 shares of Vertiv worth $5.95M as of Q1 2026.
NIA Impact Advisors sold 5,508 Vertiv shares in Q1 2026, an estimated $1.22M.
Vertiv made up 2.65% of NIA Impact Advisors's portfolio in Q1 2026, its #12 holding.
NIA Impact Advisors first reported a position in Vertiv in Q3 2025 and has held it in 3 quarters since.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on NIA Impact Advisors's 13F filing for Q1 2026, filed 8 May 2026.