WE
VRT icon

Wealth Effects’s Vertiv VRT Stock Holding History

Wealth Effects’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 		$1.72M Hold
6,851
– – 0.61% 36
2025
Q4 		$1.11M Sell
6,851
-500
-7% -$86.8K 0.35% 51
2025
Q3 		$1.11M Buy
7,351
+201
+3% +$26.8K 0.36% 56
2025
Q2 		$918K Sell
7,150
-1,000
-12% -$97.2K 0.34% 59
2025
Q1 		$588K Buy
8,150
+1,100
+16% +$117K 0.25% 81
2024
Q4 		$801K Buy
7,050
+400
+6% +$47.5K 0.28% 70
2024
Q3 		$662K Sell
6,650
-250
-4% -$20.7K 0.23% 86
2024
Q2 		$597K Buy
+6,900
New +$628K 0.22% 88

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

Wealth Effects's VRT Position: Q1 2026 in Review

Wealth Effects held its Vertiv (VRT) position steady in Q1 2026 at 6,851 shares worth $1.72M. The position accounts for 0.61% of the portfolio, ranked #36.

Wealth Effects first reported a position in VRT in Q2 2024 and has held it in 8 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Wealth Effects held 6,851 shares of Vertiv worth $1.72M as of Q1 2026.
  • Wealth Effects left its Vertiv share count unchanged in Q1 2026.
  • Vertiv made up 0.61% of Wealth Effects's portfolio in Q1 2026, its #36 holding.
  • Wealth Effects first reported a position in Vertiv in Q2 2024 and has held it in 8 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.