Purpose Unlimited Inc’s Vertiv VRT Stock Holding History

Purpose Unlimited Inc’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	$376K	Sell	1,500 -700	-32%	-$155K	0.02%	185
2025 Q4	$356K	Buy	+2,200	New	+$382K	0.02%	156

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Purpose Unlimited Inc's VRT Position: Q1 2026 in Review

Purpose Unlimited Inc reduced its Vertiv (VRT) stake by 32% in Q1 2026, selling an estimated $155K and leaving 1,500 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #185.

Purpose Unlimited Inc first reported a position in VRT in Q4 2025 and has held it in 2 quarters since. 1,830 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Purpose Unlimited Inc held 1,500 shares of Vertiv worth $376K as of Q1 2026.
Purpose Unlimited Inc sold 700 Vertiv shares in Q1 2026, an estimated $155K.
Vertiv made up 0.02% of Purpose Unlimited Inc's portfolio in Q1 2026, its #185 holding.
Purpose Unlimited Inc first reported a position in Vertiv in Q4 2025 and has held it in 2 quarters since.
1,830 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.