Wealth Watch Advisors’s Vertiv VRT Stock Holding History

Wealth Watch 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	–	Sell	-622	Closed	-$101K	–	854
2025 Q4	$101K	Buy	622 +23	+4%	+$3.99K	0.04%	140
2025 Q3	$90.4K	Buy	+599	New	+$79.9K	0.04%	138

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

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

Wealth Watch Advisors sold out of Vertiv (VRT) in Q1 2026, closing a stake of 622 shares — an estimated $101K sold.

Wealth Watch Advisors first reported a position in VRT in Q3 2025 and held it in 2 quarters. The position peaked at $101K in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Wealth Watch Advisors reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
Wealth Watch Advisors sold 622 Vertiv shares in Q1 2026, an estimated $101K.
Wealth Watch Advisors first reported a position in Vertiv in Q3 2025 and held it in 2 quarters.
Wealth Watch Advisors's Vertiv position peaked at $101K in Q4 2025.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

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