DWP
VRT icon

Daymark Wealth Partners’s Vertiv VRT Stock Holding History

Daymark Wealth Partners’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 		$2.64M Buy
7,888
+798
+11% +$253K 0.06% 209
2026
Q1 		$1.78M Buy
7,090
+325
+5% +$72.1K 0.06% 227
2025
Q4 		$1.1M Buy
6,765
+1,642
+32% +$285K 0.03% 275
2025
Q3 		$773K Buy
5,123
+3,554
+227% +$474K 0.03% 313
2025
Q2 		$202K Buy
+1,569
New +$153K 0.01% 540

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Daymark Wealth Partners's VRT Position: Q2 2026 in Review

Daymark Wealth Partners increased its Vertiv (VRT) stake by 11% in Q2 2026, buying an estimated $253K and bringing the position to 7,888 shares worth $2.64M. The position accounts for 0.06% of the portfolio, ranked #209.

Daymark Wealth Partners first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Daymark Wealth Partners held 7,888 shares of Vertiv worth $2.64M as of Q2 2026.
  • Daymark Wealth Partners bought 798 Vertiv shares in Q2 2026, an estimated $253K.
  • Vertiv made up 0.06% of Daymark Wealth Partners's portfolio in Q2 2026, its #209 holding.
  • Daymark Wealth Partners first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.