Sunpointe’s Vertiv VRT Stock Holding History

Sunpointe’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	$665K	Buy	+2,653	New	+$589K	0.22%	106
2025 Q4	–	Sell	-2,505	Closed	-$378K	–	281
2025 Q3	$378K	Buy	2,505 +2	+0.1%	+$267	0.14%	159
2025 Q2	$321K	Buy	+2,503	New	+$243K	0.13%	153

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

Sunpointe's VRT Position: Q1 2026 in Review

Sunpointe opened a new position in Vertiv (VRT) in Q1 2026: 2,653 shares worth $665K. The stake represents 0.22% of the portfolio and ranks #106 among its holdings. This is a return to the name: Sunpointe previously reported a position in VRT as recently as Q3 2025.

Sunpointe first reported a position in VRT in Q2 2025 and has held it in 3 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Sunpointe held 2,653 shares of Vertiv worth $665K as of Q1 2026.
Vertiv was a new Sunpointe position in Q1 2026.
Vertiv made up 0.22% of Sunpointe's portfolio in Q1 2026, its #106 holding.
Sunpointe first reported a position in Vertiv in Q2 2025 and has held it in 3 quarters since.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.