Private Advisor Group’s Vertiv VRT Stock Holding History

Private Advisor Group’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
2022 Q1	–	Sell	-10,000	Closed	-$2K	–	2292
2021 Q4	$2K	Buy	+10,000	New	+$250K	﹤0.01%	2141

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

Private Advisor Group's VRT Position: Q1 2026 in Review

Private Advisor Group reduced its Vertiv (VRT) stake by 4.8% in Q1 2026, selling an estimated $1.06M and leaving 95,248 shares worth $23.9M. The position accounts for 0.11% of the portfolio, ranked #190.

Private Advisor Group first reported a position in VRT in Q4 2021 and has held it in 11 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Private Advisor Group held 95,248 shares of Vertiv worth $23.9M as of Q1 2026.
Private Advisor Group sold 4,786 Vertiv shares in Q1 2026, an estimated $1.06M.
Vertiv made up 0.11% of Private Advisor Group's portfolio in Q1 2026, its #190 holding.
Private Advisor Group first reported a position in Vertiv in Q4 2021 and has held it in 11 quarters since.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.