UAG
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United Advisor Group’s Vertiv VRT Stock Holding History

United Advisor 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 		$257K Buy
+1,025
New +$228K 0.03% 430

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

United Advisor Group's VRT Position: Q1 2026 in Review

United Advisor Group opened a new position in Vertiv (VRT) in Q1 2026: 1,025 shares worth $257K. The stake represents 0.03% of the portfolio and ranks #430 among its holdings.

1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • United Advisor Group held 1,025 shares of Vertiv worth $257K as of Q1 2026.
  • Vertiv was a new United Advisor Group position in Q1 2026.
  • Vertiv made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #430 holding.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.