DWM
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Dynasty Wealth Management’s Vertiv VRT Stock Holding History

Dynasty 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 		$1.17M Sell
4,686
-338
-7% -$75K 0.01% 169
2025
Q4 		$814K Buy
5,024
+280
+6% +$48.6K 0.01% 200
2025
Q3 		$716K Buy
4,744
+2,041
+76% +$272K 0.01% 190
2025
Q2 		$347K Sell
2,703
-1,653
-38% -$161K 0.01% 201
2025
Q1 		$314K Sell
4,356
-804
-16% -$85.6K 0.01% 223
2024
Q4 		$586K Sell
5,160
-240
-4% -$28.5K 0.01% 192
2024
Q3 		$537K Sell
5,400
-271
-5% -$22.5K 0.02% 177
2024
Q2 		$491K Sell
5,671
-2,123
-27% -$193K 0.01% 190
2024
Q1 		$637K Buy
+7,794
New +$490K 0.02% 166

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

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

Dynasty Wealth Management reduced its Vertiv (VRT) stake by 6.7% in Q1 2026, selling an estimated $75K and leaving 4,686 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #169.

Dynasty Wealth Management first reported a position in VRT in Q1 2024 and has held it in 9 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Dynasty Wealth Management held 4,686 shares of Vertiv worth $1.17M as of Q1 2026.
  • Dynasty Wealth Management sold 338 Vertiv shares in Q1 2026, an estimated $75K.
  • Vertiv made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #169 holding.
  • Dynasty Wealth Management first reported a position in Vertiv in Q1 2024 and has held it in 9 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.