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Strategic Investment Advisors’s Vertiv VRT Stock Holding History

Strategic Investment Advisors’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 		$1.2M Buy
4,756
+1,906
+67% +$423K 0.08% 132
2025
Q4 		$462K Sell
2,850
-1,650
-37% -$286K 0.04% 172
2025
Q3 		$679K Sell
4,500
-1,305
-22% -$174K 0.06% 128
2025
Q2 		$737K Sell
5,805
-1,028
-15% -$100K 0.07% 119
2025
Q1 		$493K Buy
+6,833
New +$727K 0.05% 168

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

Strategic Investment Advisors's VRT Position: Q1 2026 in Review

Strategic Investment Advisors increased its Vertiv (VRT) stake by 67% in Q1 2026, buying an estimated $423K and bringing the position to 4,756 shares worth $1.2M. The position accounts for 0.08% of the portfolio, ranked #132.

Strategic Investment Advisors first reported a position in VRT in Q1 2025 and has held it in 5 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Strategic Investment Advisors held 4,756 shares of Vertiv worth $1.2M as of Q1 2026.
  • Strategic Investment Advisors bought 1,906 Vertiv shares in Q1 2026, an estimated $423K.
  • Vertiv made up 0.08% of Strategic Investment Advisors's portfolio in Q1 2026, its #132 holding.
  • Strategic Investment Advisors first reported a position in Vertiv in Q1 2025 and has held it in 5 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.