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Waverly Advisors’s Vertiv VRT Stock Holding History

Waverly 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 		$10.3M Buy
41,234
+630
+2% +$140K 0.08% 248
2025
Q4 		$6.58M Buy
40,604
+36,739
+951% +$6.38M 0.05% 317
2025
Q3 		$583K Buy
3,865
+530
+16% +$70.7K 0.01% 801
2025
Q2 		$428K Buy
+3,335
New +$324K ﹤0.01% 848
2024
Q4 		– Sell
-3,510
Closed -$349K – 1020
2024
Q3 		$349K Buy
3,510
+113
+3% +$9.37K 0.01% 647
2024
Q2 		$294K Buy
+3,397
New +$309K 0.01% 667

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

Waverly Advisors's VRT Position: Q1 2026 in Review

Waverly Advisors increased its Vertiv (VRT) stake by 1.6% in Q1 2026, buying an estimated $140K and bringing the position to 41,234 shares worth $10.3M. The position accounts for 0.08% of the portfolio, ranked #248.

Waverly Advisors first reported a position in VRT in Q2 2024 and has held it in 6 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Waverly Advisors held 41,234 shares of Vertiv worth $10.3M as of Q1 2026.
  • Waverly Advisors bought 630 Vertiv shares in Q1 2026, an estimated $140K.
  • Vertiv made up 0.08% of Waverly Advisors's portfolio in Q1 2026, its #248 holding.
  • Waverly Advisors first reported a position in Vertiv in Q2 2024 and has held it in 6 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.