RWM
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Rialto Wealth Management’s Vertiv VRT Stock Holding History

Rialto Wealth 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 		$7.27K Buy
29
+5
+21% +$1.11K ﹤0.01% 515
2025
Q4 		$3.89K Buy
24
+2
+9% +$347 ﹤0.01% 555
2025
Q3 		$3.32K Buy
22
+4
+22% +$534 ﹤0.01% 541
2025
Q2 		$2.31K Buy
18
+12
+200% +$1.17K ﹤0.01% 587
2025
Q1 		$434 Buy
+6
New +$639 ﹤0.01% 957

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

Rialto Wealth Management's VRT Position: Q1 2026 in Review

Rialto Wealth Management increased its Vertiv (VRT) stake by 21% in Q1 2026, buying an estimated $1.11K and bringing the position to 29 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Rialto Wealth Management first reported a position in VRT in Q1 2025 and has held it in 5 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Rialto Wealth Management held 29 shares of Vertiv worth $7.27K as of Q1 2026.
  • Rialto Wealth Management bought 5 Vertiv shares in Q1 2026, an estimated $1.11K.
  • Vertiv made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #515 holding.
  • Rialto Wealth Management first reported a position in Vertiv in Q1 2025 and has held it in 5 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.