WCG Wealth Advisors’s Vertiv VRT Stock Holding History

WCG Wealth 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	$10.1M	Buy	40,314 +2,271	+6%	+$504K	0.28%	91
2025 Q4	$6.16M	Buy	+38,043	New	+$6.61M	0.17%	127

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

WCG Wealth Advisors's VRT Position: Q1 2026 in Review

WCG Wealth Advisors increased its Vertiv (VRT) stake by 6% in Q1 2026, buying an estimated $504K and bringing the position to 40,314 shares worth $10.1M. The position accounts for 0.28% of the portfolio, ranked #91.

WCG Wealth Advisors first reported a position in VRT in Q4 2025 and has held it in 2 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

WCG Wealth Advisors held 40,314 shares of Vertiv worth $10.1M as of Q1 2026.
WCG Wealth Advisors bought 2,271 Vertiv shares in Q1 2026, an estimated $504K.
Vertiv made up 0.28% of WCG Wealth Advisors's portfolio in Q1 2026, its #91 holding.
WCG Wealth Advisors first reported a position in Vertiv in Q4 2025 and has held it in 2 quarters since.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.