Darwin Wealth Management’s Vertiv VRT Stock Holding History

Darwin Wealth Management’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 Q2	$3.41M	Sell	10,174 -1,677	-14%	-$532K	0.93%	35
2026 Q1	$2.97M	Buy	11,851 +1,249	+12%	+$277K	0.93%	33
2025 Q4	$1.72M	Sell	10,602 -3,863	-27%	-$671K	0.53%	55
2025 Q3	$2.18M	Sell	14,465 -66	-0.5%	-$8.8K	0.69%	41
2025 Q2	$1.87M	Buy	14,531 +4,183	+40%	+$407K	0.65%	44
2025 Q1	$1.18M	Hold	10,348	–	–	0.4%	64
2024 Q4	$1.18M	Buy	10,348 +6,450	+165%	+$766K	0.4%	64
2024 Q3	$388K	Hold	3,898	–	–	0.11%	105
2024 Q2	$337K	Hold	3,898	–	–	0.17%	60
2024 Q1	$318K	Buy	+3,898	New	+$245K	0.09%	109
2022 Q2	–	Sell	-29,524	Closed	-$413K	–	181
2022 Q1	$413K	Buy	29,524 +15,543	+111%	+$276K	0.07%	130
2021 Q4	$307K	Buy	+13,981	New	+$350K	0.05%	145

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Darwin Wealth Management's VRT Position: Q2 2026 in Review

Darwin Wealth Management reduced its Vertiv (VRT) stake by 14% in Q2 2026, selling an estimated $532K and leaving 10,174 shares worth $3.41M. The position accounts for 0.93% of the portfolio, ranked #35.

Darwin Wealth Management first reported a position in VRT in Q4 2021 and has held it in 12 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Darwin Wealth Management held 10,174 shares of Vertiv worth $3.41M as of Q2 2026.
Darwin Wealth Management sold 1,677 Vertiv shares in Q2 2026, an estimated $532K.
Vertiv made up 0.93% of Darwin Wealth Management's portfolio in Q2 2026, its #35 holding.
Darwin Wealth Management first reported a position in Vertiv in Q4 2021 and has held it in 12 quarters since.
2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.