Jamison Private Wealth Management
VRT icon

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
Q3 		$792K Buy
3,284
+708
+27% +$193K 0.08% 131
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jamison Private Wealth Management's VRT Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Vertiv (VRT) stake by 27% in Q3 2026, buying an estimated $193K and bringing the position to 3,284 shares worth $792K. The position accounts for 0.08% of the portfolio, ranked #131.

Jamison Private Wealth Management first reported a position in VRT in Q3 2024 and has held it in 4 quarters since. The position peaked at $862K in Q2 2026. 1,645 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Jamison Private Wealth Management held 3,284 shares of Vertiv worth $792K as of Q3 2026.
  • Jamison Private Wealth Management bought 708 Vertiv shares in Q3 2026, an estimated $193K.
  • Vertiv made up 0.08% of Jamison Private Wealth Management's portfolio in Q3 2026, its #131 holding.
  • Jamison Private Wealth Management first reported a position in Vertiv in Q3 2024 and has held it in 4 quarters since.
  • Jamison Private Wealth Management's Vertiv position peaked at $862K in Q2 2026.
  • 1,645 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.