VARA
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Value Aligned Research Advisors’s Vertiv VRT Stock Holding History

Value Aligned Research 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 		$10.9M Hold
43,400
– – 0.05% 83
2025
Q4 		$7.03M Hold
43,400
– – 0.07% 69
2025
Q3 		$6.55M Hold
43,400
– – 0.08% 65
2025
Q2 		$5.57M Buy
+43,400
New +$4.22M 0.12% 57

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

Value Aligned Research Advisors's VRT Position: Q1 2026 in Review

Value Aligned Research Advisors reduced its Vertiv (VRT) stake by 11% in Q1 2026, selling an estimated $51.8M and leaving 1,939,869 shares worth $486M. The position accounts for 2.35% of the portfolio, ranked #11.

Value Aligned Research Advisors first reported a position in VRT in Q2 2023 and has held it in 12 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Value Aligned Research Advisors held 1,939,869 shares of Vertiv worth $486M as of Q1 2026.
  • Value Aligned Research Advisors sold 233,522 Vertiv shares in Q1 2026, an estimated $51.8M.
  • Vertiv made up 2.35% of Value Aligned Research Advisors's portfolio in Q1 2026, its #11 holding.
  • Value Aligned Research Advisors first reported a position in Vertiv in Q2 2023 and has held it in 12 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Value Aligned Research Advisors's 13F filing for Q1 2026, filed 18 May 2026.