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Wealthspire Advisors (New York)’s Vertiv VRT Stock Holding History

Wealthspire Advisors (New York)’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 		$224K Sell
895
-1,179
-57% -$262K ﹤0.01% 824
2025
Q4 		$336K Buy
2,074
+1,518
+273% +$264K ﹤0.01% 756
2025
Q3 		$83.9K Buy
+556
New +$74.2K ﹤0.01% 1061

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s VRT Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Vertiv (VRT) stake by 57% in Q1 2026, selling an estimated $262K and leaving 895 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Wealthspire Advisors (New York) first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. The position peaked at $336K in Q4 2025. 1,831 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Wealthspire Advisors (New York) held 895 shares of Vertiv worth $224K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,179 Vertiv shares in Q1 2026, an estimated $262K.
  • Vertiv made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #824 holding.
  • Wealthspire Advisors (New York) first reported a position in Vertiv in Q3 2025 and has held it in 3 quarters since.
  • Wealthspire Advisors (New York)'s Vertiv position peaked at $336K in Q4 2025.
  • 1,831 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.