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
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 $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

Maridea Wealth Management's VRT Position: Q1 2026 in Review

Maridea Wealth Management opened a new position in Vertiv (VRT) in Q1 2026: 3,942 shares worth $988K. The stake represents 0.14% of the portfolio and ranks #165 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in VRT as recently as Q3 2025.

Maridea Wealth Management first reported a position in VRT in Q2 2025 and has held it in 3 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Maridea Wealth Management held 3,942 shares of Vertiv worth $988K as of Q1 2026.
  • Vertiv was a new Maridea Wealth Management position in Q1 2026.
  • Vertiv made up 0.14% of Maridea Wealth Management's portfolio in Q1 2026, its #165 holding.
  • Maridea Wealth Management first reported a position in Vertiv in Q2 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 Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.