WFI
VRT icon

West Family Investments’s Vertiv VRT Stock Holding History

West Family Investments’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 		$418K Sell
1,667
-775
-32% -$172K 0.15% 133
2025
Q4 		$396K Hold
2,442
– – 0.09% 216
2025
Q3 		$368K Buy
2,442
+24
+1% +$3.2K 0.08% 244
2025
Q2 		$310K Buy
+2,418
New +$235K 0.08% 247

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

West Family Investments's VRT Position: Q1 2026 in Review

West Family Investments reduced its Vertiv (VRT) stake by 32% in Q1 2026, selling an estimated $172K and leaving 1,667 shares worth $418K. The position accounts for 0.15% of the portfolio, ranked #133.

West Family Investments first reported a position in VRT in Q2 2025 and has held it in 4 quarters since. 1,826 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • West Family Investments held 1,667 shares of Vertiv worth $418K as of Q1 2026.
  • West Family Investments sold 775 Vertiv shares in Q1 2026, an estimated $172K.
  • Vertiv made up 0.15% of West Family Investments's portfolio in Q1 2026, its #133 holding.
  • West Family Investments first reported a position in Vertiv in Q2 2025 and has held it in 4 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.