SMART Wealth’s Vertiv VRT Stock Holding History

SMART 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	$2.15M	Buy	8,574 +4,770	+125%	+$1.06M	0.63%	53
2025 Q4	$616K	Buy	3,804 +1,707	+81%	+$296K	0.19%	103
2025 Q3	$316K	Buy	+2,097	New	+$280K	0.12%	113

Other funds holding VRT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SMART Wealth's VRT Position: Q1 2026 in Review

SMART Wealth increased its Vertiv (VRT) stake by 125% in Q1 2026, buying an estimated $1.06M and bringing the position to 8,574 shares worth $2.15M. The position accounts for 0.63% of the portfolio, ranked #53.

SMART Wealth first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

SMART Wealth held 8,574 shares of Vertiv worth $2.15M as of Q1 2026.
SMART Wealth bought 4,770 Vertiv shares in Q1 2026, an estimated $1.06M.
Vertiv made up 0.63% of SMART Wealth's portfolio in Q1 2026, its #53 holding.
SMART Wealth first reported a position in Vertiv in Q3 2025 and has held it in 3 quarters since.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.