Perennial Investment Advisors’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$125K Buy
+500
New +$111K 0.01% 494
2024
Q4
Sell
-700
Closed -$69.6K 440
2024
Q3
$69.6K Buy
+700
New +$58K 0.01% 391

Other funds holding VRT

Perennial Investment Advisors's VRT Position: Q1 2026 in Review

Perennial Investment Advisors increased its Vertiv (VRT) stake by 22% in Q1 2026, buying an estimated $60.6K and bringing the position to 1,540 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #330.

Perennial Investment Advisors first reported a position in VRT in Q3 2024 and has held it in 3 quarters since. 1,831 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Perennial Investment Advisors held 1,540 shares of Vertiv worth $386K as of Q1 2026.
  • Perennial Investment Advisors bought 273 Vertiv shares in Q1 2026, an estimated $60.6K.
  • Vertiv made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #330 holding.
  • Perennial Investment Advisors first reported a position in Vertiv in Q3 2024 and has held it in 3 quarters since.
  • 1,831 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.