JSW
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Journey Strategic Wealth’s Vertiv VRT Stock Holding History

Journey Strategic Wealth’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 		$360K Sell
1,435
-75
-5% -$16.6K 0.01% 456
2025
Q4 		$245K Sell
1,510
-15
-1% -$2.6K 0.01% 602
2025
Q3 		$230K Buy
+1,525
New +$203K 0.01% 591
2025
Q1 		– Sell
-2,164
Closed -$246K – 546
2024
Q4 		$246K Buy
+2,164
New +$257K 0.01% 394
2023
Q4 		– Sell
-6,164
Closed -$229K – 264
2023
Q3 		$229K Buy
+6,164
New +$203K 0.01% 151

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

Journey Strategic Wealth's VRT Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Vertiv (VRT) stake by 5% in Q1 2026, selling an estimated $16.6K and leaving 1,435 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #456.

Journey Strategic Wealth first reported a position in VRT in Q3 2023 and has held it in 5 quarters since. 1,827 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Journey Strategic Wealth held 1,435 shares of Vertiv worth $360K as of Q1 2026.
  • Journey Strategic Wealth sold 75 Vertiv shares in Q1 2026, an estimated $16.6K.
  • Vertiv made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #456 holding.
  • Journey Strategic Wealth first reported a position in Vertiv in Q3 2023 and has held it in 5 quarters since.
  • 1,827 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.