RFP
VRT icon

Root Financial Partners’s Vertiv VRT Stock Holding History

Root Financial Partners’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 		$274K Buy
1,092
+440
+67% +$97.7K 0.01% 271
2025
Q4 		$106K Buy
652
+42
+7% +$7.29K 0.01% 447
2025
Q3 		$92K Buy
+610
New +$81.4K 0.01% 467

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

Root Financial Partners's VRT Position: Q1 2026 in Review

Root Financial Partners increased its Vertiv (VRT) stake by 67% in Q1 2026, buying an estimated $97.7K and bringing the position to 1,092 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #271.

Root Financial Partners first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. 1,825 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Root Financial Partners held 1,092 shares of Vertiv worth $274K as of Q1 2026.
  • Root Financial Partners bought 440 Vertiv shares in Q1 2026, an estimated $97.7K.
  • Vertiv made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #271 holding.
  • Root Financial Partners first reported a position in Vertiv in Q3 2025 and has held it in 3 quarters since.
  • 1,825 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.