MWM
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Maridea Wealth Management’s Vertiv VRT Stock Holding History

Maridea 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 		– Sell
-3,942
Closed -$988K – 597
2026
Q1 		$988K Buy
+3,942
New +$875K 0.14% 165
2025
Q4 		– Sell
-4,061
Closed -$714K – 467
2025
Q3 		$714K Sell
4,061
-26
-0.6% -$3.47K 0.11% 178
2025
Q2 		$525K Buy
+4,087
New +$397K 0.14% 145

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

Maridea Wealth Management's VRT Position: Q2 2026 in Review

Maridea Wealth Management sold out of Vertiv (VRT) in Q2 2026, closing a stake of 3,942 shares — an estimated $988K sold.

Maridea Wealth Management first reported a position in VRT in Q2 2025 and held it in 3 quarters. The position peaked at $988K in Q1 2026. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Maridea Wealth Management reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
  • Maridea Wealth Management sold 3,942 Vertiv shares in Q2 2026, an estimated $988K.
  • Maridea Wealth Management first reported a position in Vertiv in Q2 2025 and held it in 3 quarters.
  • Maridea Wealth Management's Vertiv position peaked at $988K in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.