Summit Financial’s Vertiv VRT Stock Holding History

Summit Financial’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	$7.81M	Sell	31,181 -3,256	-9%	-$723K	0.1%	205
2025 Q4	$5.58M	Buy	34,437 +1,593	+5%	+$277K	0.08%	233
2025 Q3	$4.95M	Buy	+32,844	New	+$4.38M	0.08%	259

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

Summit Financial's VRT Position: Q1 2026 in Review

Summit Financial reduced its Vertiv (VRT) stake by 9.5% in Q1 2026, selling an estimated $723K and leaving 31,181 shares worth $7.81M. The position accounts for 0.1% of the portfolio, ranked #205.

Summit Financial first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. 1,826 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Summit Financial held 31,181 shares of Vertiv worth $7.81M as of Q1 2026.
Summit Financial sold 3,256 Vertiv shares in Q1 2026, an estimated $723K.
Vertiv made up 0.1% of Summit Financial's portfolio in Q1 2026, its #205 holding.
Summit Financial first reported a position in Vertiv in Q3 2025 and has held it in 3 quarters since.
1,826 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.