Prelude Capital Management’s Vertiv VRT Stock Holding History

Prelude Capital 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	$493K	Sell	1,966 -3,239	-62%	-$719K	0.04%	523
2025 Q4	$843K	Sell	5,205 -2,028	-28%	-$352K	0.06%	363
2025 Q3	$1.09M	Buy	7,233 +1,317	+22%	+$176K	0.09%	293
2025 Q2	$760K	Sell	5,916 -2,026	-26%	-$197K	0.07%	330
2025 Q1	$573K	Buy	7,942 +4,333	+120%	+$461K	0.04%	465
2024 Q4	$410K	Buy	3,609 +1,275	+55%	+$151K	0.03%	658
2024 Q3	$232K	Buy	+2,334	New	+$193K	0.01%	997
2024 Q2	–	Sell	-4,736	Closed	-$387K	–	1518
2024 Q1	$387K	Buy	+4,736	New	+$298K	0.02%	760
2023 Q3	–	Sell	-8,182	Closed	-$203K	–	1368
2023 Q2	$203K	Sell	8,182 -171,385	-95%	-$2.94M	0.01%	842
2023 Q1	$2.57M	Buy	179,567 +60,706	+51%	+$891K	0.15%	162
2022 Q4	$1.62M	Buy	118,861 +12,839	+12%	+$171K	0.08%	254
2022 Q3	$1.03M	Buy	106,022 +30,810	+41%	+$346K	0.04%	407
2022 Q2	$618K	Buy	+75,212	New	+$851K	0.02%	699
2021 Q3	–	Sell	-70,595	Closed	-$1.93M	–	2050
2021 Q2	$1.93M	Buy	+70,595	New	+$1.69M	0.06%	318
2021 Q1	–	Sell	-50,195	Closed	-$937K	–	1838
2020 Q4	$937K	Buy	50,195 +18,962	+61%	+$349K	0.02%	494
2020 Q3	$541K	Buy	+31,233	New	+$489K	0.03%	422

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

Prelude Capital Management's VRT Position: Q1 2026 in Review

Prelude Capital Management reduced its Vertiv (VRT) stake by 62% in Q1 2026, selling an estimated $719K and leaving 1,966 shares worth $493K. The position accounts for 0.04% of the portfolio, ranked #523.

Prelude Capital Management first reported a position in VRT in Q3 2020 and has held it in 16 quarters since. The position peaked at $2.57M in Q1 2023. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Prelude Capital Management held 1,966 shares of Vertiv worth $493K as of Q1 2026.
Prelude Capital Management sold 3,239 Vertiv shares in Q1 2026, an estimated $719K.
Vertiv made up 0.04% of Prelude Capital Management's portfolio in Q1 2026, its #523 holding.
Prelude Capital Management first reported a position in Vertiv in Q3 2020 and has held it in 16 quarters since.
Prelude Capital Management's Vertiv position peaked at $2.57M in Q1 2023.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.