VFA
VRT icon

Values First Advisors’s Vertiv VRT Stock Holding History

Values First 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 		$257K Buy
+1,027
New +$228K 0.13% 145
2025
Q1 		– Sell
-4,182
Closed -$475K – 233
2024
Q4 		$475K Buy
+4,182
New +$497K 0.26% 101

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

Values First Advisors's VRT Position: Q1 2026 in Review

Values First Advisors opened a new position in Vertiv (VRT) in Q1 2026: 1,027 shares worth $257K. The stake represents 0.13% of the portfolio and ranks #145 among its holdings. This is a return to the name: Values First Advisors previously reported a position in VRT as recently as Q4 2024.

Values First Advisors first reported a position in VRT in Q4 2024 and has held it in 2 quarters since. The position peaked at $475K in Q4 2024. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Values First Advisors held 1,027 shares of Vertiv worth $257K as of Q1 2026.
  • Vertiv was a new Values First Advisors position in Q1 2026.
  • Vertiv made up 0.13% of Values First Advisors's portfolio in Q1 2026, its #145 holding.
  • Values First Advisors first reported a position in Vertiv in Q4 2024 and has held it in 2 quarters since.
  • Values First Advisors's Vertiv position peaked at $475K in Q4 2024.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.