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Trifecta Capital Advisors’s Vertiv VRT Stock Holding History

Trifecta Capital 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 		$7.18M Buy
28,650
+2,215
+8% +$492K 1.11% 31
2025
Q4 		$4.28M Buy
26,435
+4,145
+19% +$720K 0.63% 46
2025
Q3 		$3.36M Buy
+22,290
New +$2.97M 0.51% 49

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

Trifecta Capital Advisors's VRT Position: Q1 2026 in Review

Trifecta Capital Advisors increased its Vertiv (VRT) stake by 8.4% in Q1 2026, buying an estimated $492K and bringing the position to 28,650 shares worth $7.18M. The position accounts for 1.11% of the portfolio, ranked #31.

Trifecta Capital Advisors 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.

  • Trifecta Capital Advisors held 28,650 shares of Vertiv worth $7.18M as of Q1 2026.
  • Trifecta Capital Advisors bought 2,215 Vertiv shares in Q1 2026, an estimated $492K.
  • Vertiv made up 1.11% of Trifecta Capital Advisors's portfolio in Q1 2026, its #31 holding.
  • Trifecta Capital Advisors 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 Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.