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Sound View Wealth Advisors Group’s Vertiv VRT Stock Holding History

Sound View Wealth Advisors Group’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 		$2.35M Sell
9,371
-745
-7% -$165K 0.16% 118
2025
Q4 		$1.64M Sell
10,116
-490
-5% -$85.1K 0.11% 145
2025
Q3 		$1.6M Buy
10,606
+256
+2% +$34.1K 0.11% 150
2025
Q2 		$1.33M Sell
10,350
-1,353
-12% -$132K 0.1% 162
2025
Q1 		$845K Buy
11,703
+979
+9% +$104K 0.07% 194
2024
Q4 		$1.22M Buy
+10,724
New +$1.27M 0.1% 163

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

Sound View Wealth Advisors Group's VRT Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Vertiv (VRT) stake by 7.4% in Q1 2026, selling an estimated $165K and leaving 9,371 shares worth $2.35M. The position accounts for 0.16% of the portfolio, ranked #118.

Sound View Wealth Advisors Group 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.

  • Sound View Wealth Advisors Group held 9,371 shares of Vertiv worth $2.35M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 745 Vertiv shares in Q1 2026, an estimated $165K.
  • Vertiv made up 0.16% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #118 holding.
  • Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.