U.S. Capital Wealth Advisors’s Vertiv VRT Stock Holding History

U.S. Capital Wealth 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	$5.22M	Sell	20,838 -86	-0.4%	-$19.1K	0.13%	180
2025 Q4	$3.39M	Buy	20,924 +1,677	+9%	+$291K	0.09%	242
2025 Q3	$2.9M	Buy	19,247 +630	+3%	+$84K	0.08%	250
2025 Q2	$2.39M	Sell	18,617 -43,852	-70%	-$4.26M	0.07%	265
2025 Q1	$4.51M	Buy	62,469 +11,474	+23%	+$1.22M	0.14%	165
2024 Q4	$5.79M	Buy	50,995 +30,610	+150%	+$3.63M	0.18%	138
2024 Q3	$2.03M	Buy	20,385 +1,451	+8%	+$120K	0.07%	247
2024 Q2	$1.64M	Buy	18,934 +7,861	+71%	+$716K	0.06%	269
2024 Q1	$904K	Buy	11,073 +3,875	+54%	+$243K	0.03%	361
2023 Q4	$346K	Buy	+7,198	New	+$307K	0.01%	525

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

U.S. Capital Wealth Advisors's VRT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Vertiv (VRT) stake by 0.41% in Q1 2026, selling an estimated $19.1K and leaving 20,838 shares worth $5.22M. The position accounts for 0.13% of the portfolio, ranked #180.

U.S. Capital Wealth Advisors first reported a position in VRT in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.79M in Q4 2024. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

U.S. Capital Wealth Advisors held 20,838 shares of Vertiv worth $5.22M as of Q1 2026.
U.S. Capital Wealth Advisors sold 86 Vertiv shares in Q1 2026, an estimated $19.1K.
Vertiv made up 0.13% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #180 holding.
U.S. Capital Wealth Advisors first reported a position in Vertiv in Q4 2023 and has held it in 10 quarters since.
U.S. Capital Wealth Advisors's Vertiv position peaked at $5.79M in Q4 2024.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.