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Peloton Wealth Strategists’s Vertiv VRT Stock Holding History

Peloton Wealth Strategists’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 		$5.3M Buy
21,150
+7,235
+52% +$1.61M 2.14% 14
2025
Q4 		$2.25M Buy
13,915
+5,205
+60% +$904K 0.87% 42
2025
Q3 		$1.31M Buy
+8,710
New +$1.16M 0.52% 62

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

Peloton Wealth Strategists's VRT Position: Q1 2026 in Review

Peloton Wealth Strategists increased its Vertiv (VRT) stake by 52% in Q1 2026, buying an estimated $1.61M and bringing the position to 21,150 shares worth $5.3M. The position accounts for 2.14% of the portfolio, ranked #14.

Peloton Wealth Strategists first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Peloton Wealth Strategists held 21,150 shares of Vertiv worth $5.3M as of Q1 2026.
  • Peloton Wealth Strategists bought 7,235 Vertiv shares in Q1 2026, an estimated $1.61M.
  • Vertiv made up 2.14% of Peloton Wealth Strategists's portfolio in Q1 2026, its #14 holding.
  • Peloton Wealth Strategists first reported a position in Vertiv in Q3 2025 and has held it in 3 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.