Paragon Advisors’s Vertiv VRT Stock Holding History

Paragon 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	$2.9M	Buy	+11,577	New	+$2.57M	0.78%	38

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

Paragon Advisors's VRT Position: Q1 2026 in Review

Paragon Advisors opened a new position in Vertiv (VRT) in Q1 2026: 11,577 shares worth $2.9M. The stake represents 0.78% of the portfolio and ranks #38 among its holdings.

1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Paragon Advisors held 11,577 shares of Vertiv worth $2.9M as of Q1 2026.
Vertiv was a new Paragon Advisors position in Q1 2026.
Vertiv made up 0.78% of Paragon Advisors's portfolio in Q1 2026, its #38 holding.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Paragon Advisors's 13F filing for Q1 2026, filed 4 May 2026.