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Sunbelt Securities’s Vertiv VRT Stock Holding History

Sunbelt Securities’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 		$427K Buy
1,706
+260
+18% +$57.7K 0.03% 450
2025
Q4 		$234K Buy
1,446
+108
+8% +$18.8K 0.02% 591
2025
Q3 		$202K Sell
1,338
-14,195
-91% -$1.89M 0.01% 635
2025
Q2 		$1.76M Sell
15,533
-780
-5% -$75.9K 0.16% 121
2025
Q1 		$1.18M Buy
16,313
+780
+5% +$83K 0.11% 169
2024
Q4 		$1.8M Buy
15,533
+1,862
+14% +$221K 0.16% 119
2024
Q3 		$1.36M Hold
13,671
– – 0.13% 159
2024
Q2 		$1.18M Buy
13,671
+231
+2% +$21K 0.12% 165
2024
Q1 		$1.1M Buy
+13,440
New +$844K 0.12% 170

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sunbelt Securities's VRT Position: Q1 2026 in Review

Sunbelt Securities increased its Vertiv (VRT) stake by 18% in Q1 2026, buying an estimated $57.7K and bringing the position to 1,706 shares worth $427K. The position accounts for 0.03% of the portfolio, ranked #450.

Sunbelt Securities first reported a position in VRT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.8M in Q4 2024. 1,837 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Sunbelt Securities held 1,706 shares of Vertiv worth $427K as of Q1 2026.
  • Sunbelt Securities bought 260 Vertiv shares in Q1 2026, an estimated $57.7K.
  • Vertiv made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #450 holding.
  • Sunbelt Securities first reported a position in Vertiv in Q1 2024 and has held it in 9 quarters since.
  • Sunbelt Securities's Vertiv position peaked at $1.8M in Q4 2024.
  • 1,837 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.