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MASECO Private Wealth’s Vertiv VRT Stock Holding History

MASECO Private 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
Q2 		– Sell
-10
Closed -$2.5K – 393
2026
Q1 		$2.5K Hold
10
– – ﹤0.01% 330
2025
Q4 		$1.62K Sell
10
-300
-97% -$52.1K ﹤0.01% 491
2025
Q3 		$46.8K Buy
310
+300
+3,000% +$40K ﹤0.01% 94
2025
Q2 		$1.28K Buy
+10
New +$972 ﹤0.01% 478

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

MASECO Private Wealth's VRT Position: Q2 2026 in Review

MASECO Private Wealth sold out of Vertiv (VRT) in Q2 2026, closing a stake of 10 shares — an estimated $2.5K sold.

MASECO Private Wealth first reported a position in VRT in Q2 2025 and held it in 4 quarters. The position peaked at $46.8K in Q3 2025. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • MASECO Private Wealth reported no remaining Vertiv position as of Q2 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 10 Vertiv shares in Q2 2026, an estimated $2.5K.
  • MASECO Private Wealth first reported a position in Vertiv in Q2 2025 and held it in 4 quarters.
  • MASECO Private Wealth's Vertiv position peaked at $46.8K in Q3 2025.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.