UBS Group
VRT icon

UBS Group’s Vertiv VRT Stock Holding History

UBS Group’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 		$37.1M Sell
148,040
-2,376
-2% -$527K 0.01% 1939
2025
Q4 		$24.4M Sell
150,416
-15,068
-9% -$2.62M ﹤0.01% 2397
2025
Q3 		$25M Sell
165,484
-200,852
-55% -$26.8M ﹤0.01% 2322
2025
Q2 		$47M Sell
366,336
-741,236
-67% -$72.1M 0.01% 1579
2025
Q1 		$80M Buy
1,107,572
+425,672
+62% +$45.3M 0.01% 1081
2024
Q4 		$77.5M Sell
681,900
-250,400
-27% -$29.7M 0.01% 1092
2024
Q3 		$92.8M Buy
932,300
+166,198
+22% +$13.8M 0.02% 762
2024
Q2 		$66.3M Sell
766,102
-365,298
-32% -$33.3M 0.02% 856
2024
Q1 		$92.4M Buy
+1,131,400
New +$71.1M 0.02% 686
2023
Q4 		– Sell
-66,800
Closed -$2.48M – 9931
2023
Q3 		$2.48M Buy
+66,800
New +$2.2M ﹤0.01% 3230

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

UBS Group's VRT Position: Q1 2026 in Review

UBS Group increased its Vertiv (VRT) stake by 69% in Q1 2026, buying an estimated $496M and bringing the position to 5,448,573 shares worth $1.37B. The position accounts for 0.2% of the portfolio, ranked #83.

UBS Group first reported a position in VRT in Q2 2019 and has held it in 28 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • UBS Group held 5,448,573 shares of Vertiv worth $1.37B as of Q1 2026.
  • UBS Group bought 2,232,208 Vertiv shares in Q1 2026, an estimated $496M.
  • Vertiv made up 0.2% of UBS Group's portfolio in Q1 2026, its #83 holding.
  • UBS Group first reported a position in Vertiv in Q2 2019 and has held it in 28 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.