Wellington Management Group
VRT icon

Wellington Management Group’s Vertiv VRT Stock Holding History

Wellington Management Group’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
2025
Q4 		– Sell
-1,400
Closed -$203K – 2090
2025
Q3 		$203K Buy
+1,400
New +$187K ﹤0.01% 1947

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

Wellington Management Group's VRT Position: Q1 2026 in Review

Wellington Management Group reduced its Vertiv (VRT) stake by 17% in Q1 2026, selling an estimated $149M and leaving 3,325,980 shares worth $833M. The position accounts for 0.16% of the portfolio, ranked #152.

Wellington Management Group first reported a position in VRT in Q2 2021 and has held it in 14 quarters since. 1,827 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Wellington Management Group held 3,325,980 shares of Vertiv worth $833M as of Q1 2026.
  • Wellington Management Group sold 670,145 Vertiv shares in Q1 2026, an estimated $149M.
  • Vertiv made up 0.16% of Wellington Management Group's portfolio in Q1 2026, its #152 holding.
  • Wellington Management Group first reported a position in Vertiv in Q2 2021 and has held it in 14 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.