JPWM
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Jamison Private Wealth Management’s Vertiv VRT Stock Holding History

Jamison Private 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
Q2 		$862K Buy
2,576
+1,571
+156% +$498K 0.09% 128
2026
Q1 		$252K Buy
+1,005
New +$223K 0.03% 194
2024
Q4 		– Sell
-133
Closed -$13.2K – 473
2024
Q3 		$13.2K Buy
+133
New +$11K ﹤0.01% 332

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

Jamison Private Wealth Management's VRT Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Vertiv (VRT) stake by 156% in Q2 2026, buying an estimated $498K and bringing the position to 2,576 shares worth $862K. The position accounts for 0.09% of the portfolio, ranked #128.

Jamison Private Wealth Management first reported a position in VRT in Q3 2024 and has held it in 3 quarters since. 2,059 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Jamison Private Wealth Management held 2,576 shares of Vertiv worth $862K as of Q2 2026.
  • Jamison Private Wealth Management bought 1,571 Vertiv shares in Q2 2026, an estimated $498K.
  • Vertiv made up 0.09% of Jamison Private Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Jamison Private Wealth Management first reported a position in Vertiv in Q3 2024 and has held it in 3 quarters since.
  • 2,059 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.