Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Vertiv VRT Stock Holding History

Carson Wealth (CWM LLC)’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 		$24M Buy
95,625
+23,658
+33% +$5.25M 0.06% 289
2025
Q4 		$11.7M Buy
71,967
+4,786
+7% +$831K 0.03% 468
2025
Q3 		$10.1M Buy
67,181
+20,810
+45% +$2.78M 0.03% 467
2025
Q2 		$5.96M Buy
46,371
+16,161
+53% +$1.57M 0.02% 536
2025
Q1 		$2.18M Buy
30,210
+4,682
+18% +$498K 0.01% 798
2024
Q4 		$2.9M Buy
25,528
+6,637
+35% +$788K 0.01% 645
2024
Q3 		$1.88M Buy
18,891
+4,081
+28% +$338K 0.01% 733
2024
Q2 		$1.28M Buy
14,810
+4,443
+43% +$404K 0.01% 787
2024
Q1 		$847K Buy
10,367
+3,426
+49% +$215K ﹤0.01% 927
2023
Q4 		$333K Buy
6,941
+2,710
+64% +$115K ﹤0.01% 1215
2023
Q3 		$157K Buy
4,231
+2,010
+90% +$66.3K ﹤0.01% 1406
2023
Q2 		$55K Buy
2,221
+135
+6% +$2.32K ﹤0.01% 1913
2023
Q1 		$30K Buy
2,086
+646
+45% +$9.48K ﹤0.01% 2233
2022
Q4 		$20K Buy
1,440
+116
+9% +$1.55K ﹤0.01% 2388
2022
Q3 		$13K Buy
1,324
+154
+13% +$1.73K ﹤0.01% 2535
2022
Q2 		$10K Buy
1,170
+391
+50% +$4.43K ﹤0.01% 2607
2022
Q1 		$11K Sell
779
-2,340
-75% -$41.6K ﹤0.01% 2448
2021
Q4 		$78K Buy
+3,119
New +$78K ﹤0.01% 1400
2021
Q2 		$4K Hold
157
– – ﹤0.01% 2479
2021
Q1 		$4K Hold
157
– – ﹤0.01% 2479
2020
Q4 		$4K Hold
157
– – ﹤0.01% 2478
2020
Q3 		$4K Hold
157
– – ﹤0.01% 2478
2020
Q2 		$4K Hold
157
– – ﹤0.01% 2478
2020
Q1 		$4K Hold
157
– – ﹤0.01% 2478
2019
Q4 		$4K Hold
157
– – ﹤0.01% 2476
2019
Q3 		$4K Hold
157
– – ﹤0.01% 2476
2019
Q2 		$4K Hold
157
– – ﹤0.01% 2475
2019
Q1 		$4K Buy
+157
New +$1.55K ﹤0.01% 2472

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 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 $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s VRT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Vertiv (VRT) stake by 33% in Q1 2026, buying an estimated $5.25M and bringing the position to 95,625 shares worth $24M. The position accounts for 0.06% of the portfolio, ranked #289.

Carson Wealth (CWM LLC) first reported a position in VRT in Q1 2019 and has held it in 28 quarters since. 1,833 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 95,625 shares of Vertiv worth $24M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 23,658 Vertiv shares in Q1 2026, an estimated $5.25M.
  • Vertiv made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #289 holding.
  • Carson Wealth (CWM LLC) first reported a position in Vertiv in Q1 2019 and has held it in 28 quarters since.
  • 1,833 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.