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Wright Investors Service’s Vertiv VRT Stock Holding History

Wright Investors Service’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 		$1.5M Buy
5,994
+638
+12% +$142K 0.47% 61
2025
Q4 		$868K Sell
5,356
-1,284
-19% -$223K 0.26% 83
2025
Q3 		$1M Sell
6,640
-351
-5% -$46.8K 0.29% 77
2025
Q2 		$898K Sell
6,991
-292
-4% -$28.4K 0.27% 86
2025
Q1 		$526K Buy
7,283
+598
+9% +$63.6K 0.17% 111
2024
Q4 		$759K Sell
6,685
-592
-8% -$70.3K 0.25% 88
2024
Q3 		$724K Buy
+7,277
New +$603K 0.19% 117

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

Wright Investors Service's VRT Position: Q1 2026 in Review

Wright Investors Service increased its Vertiv (VRT) stake by 12% in Q1 2026, buying an estimated $142K and bringing the position to 5,994 shares worth $1.5M. The position accounts for 0.47% of the portfolio, ranked #61.

Wright Investors Service first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. 1,826 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Wright Investors Service held 5,994 shares of Vertiv worth $1.5M as of Q1 2026.
  • Wright Investors Service bought 638 Vertiv shares in Q1 2026, an estimated $142K.
  • Vertiv made up 0.47% of Wright Investors Service's portfolio in Q1 2026, its #61 holding.
  • Wright Investors Service first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.