Obermeyer Wealth Partners’s Vertiv VRT Stock Holding History

Obermeyer Wealth Partners’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	$343K	Hold	1,370	–	–	0.02%	218
2025 Q4	$222K	Buy	1,370 +1	+0.1%	+$174	0.01%	274
2025 Q3	$207K	Buy	+1,369	New	+$183K	0.01%	282

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

Obermeyer Wealth Partners's VRT Position: Q1 2026 in Review

Obermeyer Wealth Partners held its Vertiv (VRT) position steady in Q1 2026 at 1,370 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #218.

Obermeyer Wealth Partners first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. 1,825 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Obermeyer Wealth Partners held 1,370 shares of Vertiv worth $343K as of Q1 2026.
Obermeyer Wealth Partners left its Vertiv share count unchanged in Q1 2026.
Vertiv made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #218 holding.
Obermeyer Wealth Partners first reported a position in Vertiv in Q3 2025 and has held it in 3 quarters since.
1,825 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.