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Schear Investment Advisers’s Vertiv VRT Stock Holding History

Schear Investment Advisers’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 		$3.91M Buy
15,597
+897
+6% +$199K 1.72% 19
2025
Q4 		$2.38M Buy
14,700
+9,210
+168% +$1.6M 1.03% 33
2025
Q3 		$828K Buy
5,490
+395
+8% +$52.7K 0.37% 68
2025
Q2 		$654K Buy
+5,095
New +$495K 0.32% 72

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

Schear Investment Advisers's VRT Position: Q1 2026 in Review

Schear Investment Advisers increased its Vertiv (VRT) stake by 6.1% in Q1 2026, buying an estimated $199K and bringing the position to 15,597 shares worth $3.91M. The position accounts for 1.72% of the portfolio, ranked #19.

Schear Investment Advisers first reported a position in VRT in Q2 2025 and has held it in 4 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Schear Investment Advisers held 15,597 shares of Vertiv worth $3.91M as of Q1 2026.
  • Schear Investment Advisers bought 897 Vertiv shares in Q1 2026, an estimated $199K.
  • Vertiv made up 1.72% of Schear Investment Advisers's portfolio in Q1 2026, its #19 holding.
  • Schear Investment Advisers first reported a position in Vertiv in Q2 2025 and has held it in 4 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.