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Shelton Capital Management’s Vertiv VRT Stock Holding History

Shelton Capital 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 		$3.03M Buy
12,095
+2,025
+20% +$450K 0.07% 190
2025
Q4 		$1.63M Hold
10,070
– – 0.03% 237
2025
Q3 		$1.52M Buy
10,070
+70
+0.7% +$9.34K 0.03% 238
2025
Q2 		$1.28M Buy
10,000
+5,000
+100% +$486K 0.03% 253
2025
Q1 		$361K Hold
5,000
– – 0.01% 411
2024
Q4 		$568K Buy
+5,000
New +$594K 0.01% 321

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

Shelton Capital Management's VRT Position: Q1 2026 in Review

Shelton Capital Management increased its Vertiv (VRT) stake by 20% in Q1 2026, buying an estimated $450K and bringing the position to 12,095 shares worth $3.03M. The position accounts for 0.07% of the portfolio, ranked #190.

Shelton Capital Management 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.

  • Shelton Capital Management held 12,095 shares of Vertiv worth $3.03M as of Q1 2026.
  • Shelton Capital Management bought 2,025 Vertiv shares in Q1 2026, an estimated $450K.
  • Vertiv made up 0.07% of Shelton Capital Management's portfolio in Q1 2026, its #190 holding.
  • Shelton Capital Management 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 Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.