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Regal Investment Advisors’s Vertiv VRT Stock Holding History

Regal Investment Advisors’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 		$510K Sell
2,037
-53
-3% -$11.8K 0.03% 427
2025
Q4 		$339K Buy
2,090
+35
+2% +$6.08K 0.02% 488
2025
Q3 		$310K Buy
+2,055
New +$274K 0.02% 463

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

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

Regal Investment Advisors reduced its Vertiv (VRT) stake by 2.5% in Q1 2026, selling an estimated $11.8K and leaving 2,037 shares worth $510K. The position accounts for 0.03% of the portfolio, ranked #427.

Regal Investment Advisors first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. 1,826 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Regal Investment Advisors held 2,037 shares of Vertiv worth $510K as of Q1 2026.
  • Regal Investment Advisors sold 53 Vertiv shares in Q1 2026, an estimated $11.8K.
  • Vertiv made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #427 holding.
  • Regal Investment Advisors first reported a position in Vertiv in Q3 2025 and has held it in 3 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.