True Vision MN’s Vertiv VRT Stock Holding History

True Vision MN’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	$743K	Sell	2,967 -98	-3%	-$21.8K	0.38%	47
2025 Q4	$497K	Buy	3,065 +147	+5%	+$25.5K	0.25%	76
2025 Q3	$440K	Buy	+2,918	New	+$389K	0.23%	82

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

True Vision MN's VRT Position: Q1 2026 in Review

True Vision MN reduced its Vertiv (VRT) stake by 3.2% in Q1 2026, selling an estimated $21.8K and leaving 2,967 shares worth $743K. The position accounts for 0.38% of the portfolio, ranked #47.

True Vision MN first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

True Vision MN held 2,967 shares of Vertiv worth $743K as of Q1 2026.
True Vision MN sold 98 Vertiv shares in Q1 2026, an estimated $21.8K.
Vertiv made up 0.38% of True Vision MN's portfolio in Q1 2026, its #47 holding.
True Vision MN first reported a position in Vertiv in Q3 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 True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.