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Richmond Investment Services’s Vertiv VRT Stock Holding History

Richmond Investment Services’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 		$1.84M Sell
7,343
-671
-8% -$149K 0.3% 59
2025
Q4 		$1.3M Buy
8,014
+684
+9% +$119K 0.22% 69
2025
Q3 		$1.11M Sell
7,330
-444
-6% -$59.2K 0.21% 71
2025
Q2 		$998K Buy
7,774
+1,655
+27% +$161K 0.21% 69
2025
Q1 		$442K Sell
6,119
-45
-0.7% -$4.79K 0.24% 65
2024
Q4 		$700K Buy
+6,164
New +$732K 0.39% 47

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

Richmond Investment Services's VRT Position: Q1 2026 in Review

Richmond Investment Services reduced its Vertiv (VRT) stake by 8.4% in Q1 2026, selling an estimated $149K and leaving 7,343 shares worth $1.84M. The position accounts for 0.3% of the portfolio, ranked #59.

Richmond Investment Services first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Richmond Investment Services held 7,343 shares of Vertiv worth $1.84M as of Q1 2026.
  • Richmond Investment Services sold 671 Vertiv shares in Q1 2026, an estimated $149K.
  • Vertiv made up 0.3% of Richmond Investment Services's portfolio in Q1 2026, its #59 holding.
  • Richmond Investment Services first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.