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Stratos Wealth Partners’s Vertiv VRT Stock Holding History

Stratos Wealth Partners’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 		$2.64M Sell
10,542
-300
-3% -$66.6K 0.03% 486
2025
Q4 		$1.76M Buy
10,842
+4,365
+67% +$758K 0.02% 578
2025
Q3 		$977K Buy
6,477
+2,627
+68% +$350K 0.01% 762
2025
Q2 		$494K Sell
3,850
-23
-0.6% -$2.24K 0.01% 935
2025
Q1 		$280K Buy
3,873
+506
+15% +$53.9K ﹤0.01% 1129
2024
Q4 		$383K Buy
3,367
+734
+28% +$87.2K 0.01% 1040
2024
Q3 		$262K Buy
+2,633
New +$218K ﹤0.01% 1220

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

Stratos Wealth Partners's VRT Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Vertiv (VRT) stake by 2.8% in Q1 2026, selling an estimated $66.6K and leaving 10,542 shares worth $2.64M. The position accounts for 0.03% of the portfolio, ranked #486.

Stratos Wealth Partners first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Stratos Wealth Partners held 10,542 shares of Vertiv worth $2.64M as of Q1 2026.
  • Stratos Wealth Partners sold 300 Vertiv shares in Q1 2026, an estimated $66.6K.
  • Vertiv made up 0.03% of Stratos Wealth Partners's portfolio in Q1 2026, its #486 holding.
  • Stratos Wealth Partners first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.