VSM Wealth Advisory’s Vertiv VRT Stock Holding History

VSM Wealth Advisory’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	–	Sell	-100	Closed	-$16.2K	–	516
2025 Q4	$16.2K	Buy	+100	New	+$17.4K	﹤0.01%	284
2025 Q3	–	Sell	-100	Closed	-$12.8K	–	508
2025 Q2	$12.8K	Buy	+100	New	+$9.72K	﹤0.01%	354

Other funds holding VRT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VSM Wealth Advisory's VRT Position: Q1 2026 in Review

VSM Wealth Advisory sold out of Vertiv (VRT) in Q1 2026, closing a stake of 100 shares — an estimated $16.2K sold.

VSM Wealth Advisory first reported a position in VRT in Q2 2025 and held it in 2 quarters. The position peaked at $16.2K in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

VSM Wealth Advisory reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
VSM Wealth Advisory sold 100 Vertiv shares in Q1 2026, an estimated $16.2K.
VSM Wealth Advisory first reported a position in Vertiv in Q2 2025 and held it in 2 quarters.
VSM Wealth Advisory's Vertiv position peaked at $16.2K in Q4 2025.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on VSM Wealth Advisory's 13F filing for Q1 2026, filed 6 May 2026.