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 		$30.2M Sell
120,500
-171,300
-59% -$38M ﹤0.01% 2164
2025
Q4 		$47.3M Sell
291,800
-160,500
-35% -$27.9M 0.01% 1682
2025
Q3 		$68.2M Sell
452,300
-191,800
-30% -$25.6M 0.01% 1339
2025
Q2 		$82.7M Buy
644,100
+127,700
+25% +$12.4M 0.01% 1111
2025
Q1 		$37.3M Buy
516,400
+514,300
+24,490% +$54.7M 0.01% 1742
2024
Q4 		$239K Sell
2,100
-77,000
-97% -$9.14M ﹤0.01% 6345
2024
Q3 		$7.87M Buy
79,100
+69,100
+691% +$5.73M ﹤0.01% 2606
2024
Q2 		$866K Sell
10,000
-1,097,800
-99% -$99.9M ﹤0.01% 4541
2024
Q1 		$90.5M Buy
+1,107,800
New +$69.6M 0.02% 698
2023
Q3 		– Sell
-100,000
Closed -$2.48M – 10003
2023
Q2 		$2.48M Buy
+100,000
New +$1.72M ﹤0.01% 3326

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.