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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
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 $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

Daymark Wealth Partners's VRT Position: Q1 2026 in Review

Daymark Wealth Partners increased its Vertiv (VRT) stake by 4.8% in Q1 2026, buying an estimated $72.1K and bringing the position to 7,090 shares worth $1.78M. The position accounts for 0.06% of the portfolio, ranked #227.

Daymark Wealth Partners first reported a position in VRT in Q2 2025 and has held it in 4 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Daymark Wealth Partners held 7,090 shares of Vertiv worth $1.78M as of Q1 2026.
  • Daymark Wealth Partners bought 325 Vertiv shares in Q1 2026, an estimated $72.1K.
  • Vertiv made up 0.06% of Daymark Wealth Partners's portfolio in Q1 2026, its #227 holding.
  • Daymark Wealth Partners first reported a position in Vertiv in Q2 2025 and has held it in 4 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.