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Omnitrust Wealth Management’s Vertiv VRT Stock Holding History

Omnitrust Wealth Management’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 		$211K Buy
+841
New +$187K 0.27% 57
2025
Q2 		$241K Buy
+721
New +$70.1K 0.28% 61

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Omnitrust Wealth Management's VRT Position: Q1 2026 in Review

Omnitrust Wealth Management opened a new position in Vertiv (VRT) in Q1 2026: 841 shares worth $211K. The stake represents 0.27% of the portfolio and ranks #57 among its holdings. This is a return to the name: Omnitrust Wealth Management previously reported a position in VRT as recently as Q2 2025.

Omnitrust Wealth Management first reported a position in VRT in Q2 2025 and has held it in 2 quarters since. The position peaked at $241K in Q2 2025. 1,835 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Omnitrust Wealth Management held 841 shares of Vertiv worth $211K as of Q1 2026.
  • Vertiv was a new Omnitrust Wealth Management position in Q1 2026.
  • Vertiv made up 0.27% of Omnitrust Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Omnitrust Wealth Management first reported a position in Vertiv in Q2 2025 and has held it in 2 quarters since.
  • Omnitrust Wealth Management's Vertiv position peaked at $241K in Q2 2025.
  • 1,835 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.