OWA
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Outlook Wealth Advisors’s Vertiv VRT Stock Holding History

Outlook Wealth 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 		$1.09M Sell
4,358
-99
-2% -$22K 0.26% 79
2025
Q4 		$722K Sell
4,457
-2,376
-35% -$413K 0.16% 123
2025
Q3 		$1.03M Buy
6,833
+37
+0.5% +$4.93K 0.26% 85
2025
Q2 		$873K Buy
6,796
+219
+3% +$21.3K 0.22% 89
2025
Q1 		$475K Buy
+6,577
New +$700K 0.13% 141

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

Outlook Wealth Advisors's VRT Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Vertiv (VRT) stake by 2.2% in Q1 2026, selling an estimated $22K and leaving 4,358 shares worth $1.09M. The position accounts for 0.26% of the portfolio, ranked #79.

Outlook Wealth Advisors first reported a position in VRT in Q1 2025 and has held it in 5 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Outlook Wealth Advisors held 4,358 shares of Vertiv worth $1.09M as of Q1 2026.
  • Outlook Wealth Advisors sold 99 Vertiv shares in Q1 2026, an estimated $22K.
  • Vertiv made up 0.26% of Outlook Wealth Advisors's portfolio in Q1 2026, its #79 holding.
  • Outlook Wealth Advisors first reported a position in Vertiv in Q1 2025 and has held it in 5 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.