PIM
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Plato Investment Management’s Vertiv VRT Stock Holding History

Plato Investment Management’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 		$3.98M Buy
15,868
+7,406
+88% +$1.64M 0.27% 92
2025
Q4 		$1.38M Sell
8,462
-363
-4% -$63K 0.09% 221
2025
Q3 		$1.32M Buy
8,825
+6,457
+273% +$861K 0.09% 228
2025
Q2 		$303K Sell
2,368
-3,954
-63% -$385K 0.02% 382
2025
Q1 		$461K Sell
6,322
-13,191
-68% -$1.4M 0.04% 333
2024
Q4 		$2.22M Sell
19,513
-3,473
-15% -$412K 0.16% 135
2024
Q3 		$2.28M Sell
22,986
-1,107
-5% -$91.8K 0.19% 130
2024
Q2 		$2.09M Sell
24,093
-99
-0.4% -$9.01K 0.19% 118
2024
Q1 		$1.98M Buy
24,192
+21,254
+723% +$1.34M 0.2% 120
2023
Q4 		$141K Buy
+2,938
New +$125K 0.17% 124

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

Plato Investment Management's VRT Position: Q1 2026 in Review

Plato Investment Management increased its Vertiv (VRT) stake by 88% in Q1 2026, buying an estimated $1.64M and bringing the position to 15,868 shares worth $3.98M. The position accounts for 0.27% of the portfolio, ranked #92.

Plato Investment Management first reported a position in VRT in Q4 2023 and has held it in 10 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Plato Investment Management held 15,868 shares of Vertiv worth $3.98M as of Q1 2026.
  • Plato Investment Management bought 7,406 Vertiv shares in Q1 2026, an estimated $1.64M.
  • Vertiv made up 0.27% of Plato Investment Management's portfolio in Q1 2026, its #92 holding.
  • Plato Investment Management first reported a position in Vertiv in Q4 2023 and has held it in 10 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.