JTWM
VRT icon

Jackson Thornton Wealth Management’s Vertiv VRT Stock Holding History

Jackson Thornton 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 		$694K Buy
2,352
+243
+12% +$53.9K 0.06% 79
2025
Q4 		$369K Buy
2,109
+45
+2% +$7.81K 0.03% 153
2025
Q3 		$345K Buy
+2,064
New +$275K 0.04% 154

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

Jackson Thornton Wealth Management's VRT Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Vertiv (VRT) stake by 12% in Q1 2026, buying an estimated $53.9K and bringing the position to 2,352 shares worth $694K. The position accounts for 0.06% of the portfolio, ranked #79.

Jackson Thornton Wealth Management first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Jackson Thornton Wealth Management held 2,352 shares of Vertiv worth $694K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 243 Vertiv shares in Q1 2026, an estimated $53.9K.
  • Vertiv made up 0.06% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #79 holding.
  • Jackson Thornton Wealth Management first reported a position in Vertiv in Q3 2025 and has held it in 3 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.