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Simplicity Wealth’s Vertiv VRT Stock Holding History

Simplicity Wealth’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 		$576K Buy
2,297
+649
+39% +$144K 0.03% 423
2025
Q4 		$267K Buy
1,648
+149
+10% +$25.9K 0.02% 597
2025
Q3 		$226K Buy
+1,499
New +$200K 0.01% 645
2024
Q3 		– Sell
-19,437
Closed -$1.68M – 1199
2024
Q2 		$1.68M Buy
19,437
+233
+1% +$21.2K 0.04% 385
2024
Q1 		$1.57M Buy
+19,204
New +$1.21M 0.04% 403

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

Simplicity Wealth's VRT Position: Q1 2026 in Review

Simplicity Wealth increased its Vertiv (VRT) stake by 39% in Q1 2026, buying an estimated $144K and bringing the position to 2,297 shares worth $576K. The position accounts for 0.03% of the portfolio, ranked #423.

Simplicity Wealth first reported a position in VRT in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.68M in Q2 2024. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Simplicity Wealth held 2,297 shares of Vertiv worth $576K as of Q1 2026.
  • Simplicity Wealth bought 649 Vertiv shares in Q1 2026, an estimated $144K.
  • Vertiv made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #423 holding.
  • Simplicity Wealth first reported a position in Vertiv in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's Vertiv position peaked at $1.68M in Q2 2024.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.