WI
VRT icon

WBI Investments’s Vertiv VRT Stock Holding History

WBI Investments’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 		$1.04M Sell
4,136
-1,067
-21% -$237K 0.29% 106
2025
Q4 		$843K Sell
5,203
-5,634
-52% -$978K 0.22% 133
2025
Q3 		$1.63M Sell
10,837
-2,678
-20% -$357K 0.42% 59
2025
Q2 		$1.74M Buy
13,515
+9,937
+278% +$966K 0.45% 57
2025
Q1 		$258K Sell
3,578
-3,535
-50% -$376K 0.07% 200
2024
Q4 		$808K Buy
+7,113
New +$845K 0.2% 126

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

WBI Investments's VRT Position: Q1 2026 in Review

WBI Investments reduced its Vertiv (VRT) stake by 21% in Q1 2026, selling an estimated $237K and leaving 4,136 shares worth $1.04M. The position accounts for 0.29% of the portfolio, ranked #106.

WBI Investments first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.74M in Q2 2025. 1,825 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • WBI Investments held 4,136 shares of Vertiv worth $1.04M as of Q1 2026.
  • WBI Investments sold 1,067 Vertiv shares in Q1 2026, an estimated $237K.
  • Vertiv made up 0.29% of WBI Investments's portfolio in Q1 2026, its #106 holding.
  • WBI Investments first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • WBI Investments's Vertiv position peaked at $1.74M in Q2 2025.
  • 1,825 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.