&Partners’s Vertiv VRT Stock Holding History

&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	$11M	Sell	43,715 -9,081	-17%	-$2.02M	0.05%	299
2025 Q4	$8.55M	Buy	52,796 +13,306	+34%	+$2.31M	0.04%	345
2025 Q3	$5.96M	Buy	39,490 +4,332	+12%	+$578K	0.04%	378
2025 Q2	$4.52M	Buy	35,158 +6,848	+24%	+$666K	0.03%	394
2025 Q1	$2.12M	Buy	28,310 +9,988	+55%	+$1.06M	0.02%	522
2024 Q4	$2.32M	Buy	18,322 +10,719	+141%	+$1.27M	0.03%	450
2024 Q3	$757K	Buy	+7,603	New	+$630K	0.01%	679

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

&Partners's VRT Position: Q1 2026 in Review

&Partners reduced its Vertiv (VRT) stake by 17% in Q1 2026, selling an estimated $2.02M and leaving 43,715 shares worth $11M. The position accounts for 0.05% of the portfolio, ranked #299.

&Partners first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

&Partners held 43,715 shares of Vertiv worth $11M as of Q1 2026.
&Partners sold 9,081 Vertiv shares in Q1 2026, an estimated $2.02M.
Vertiv made up 0.05% of &Partners's portfolio in Q1 2026, its #299 holding.
&Partners first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.