Diversify Wealth Management’s Vertiv VRT Stock Holding History

Diversify 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 Q1	$2.59M	Buy	+8,469	New	+$1.88M	0.05%	310

Other funds holding VRT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Diversify Wealth Management's VRT Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Vertiv (VRT) in Q1 2026: 8,469 shares worth $2.59M. The stake represents 0.05% of the portfolio and ranks #310 among its holdings.

1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Diversify Wealth Management held 8,469 shares of Vertiv worth $2.59M as of Q1 2026.
Vertiv was a new Diversify Wealth Management position in Q1 2026.
Vertiv made up 0.05% of Diversify Wealth Management's portfolio in Q1 2026, its #310 holding.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.