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Medallion Wealth Advisors’s Vertiv VRT Stock Holding History

Medallion Wealth Advisors’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 		$7.37K Buy
22
+7
+47% +$2.22K ﹤0.01% 799
2026
Q1 		$3.77K Hold
15
– – ﹤0.01% 923
2025
Q4 		$2.43K Hold
15
– – ﹤0.01% 968
2025
Q3 		$2.27K Hold
15
– – ﹤0.01% 961
2025
Q2 		$1.84K Hold
15
– – ﹤0.01% 967
2025
Q1 		$1.13K Sell
15
-14
-48% -$1.49K ﹤0.01% 978
2024
Q4 		$3.29K Buy
+29
New +$3.44K ﹤0.01% 797

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

Medallion Wealth Advisors's VRT Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Vertiv (VRT) stake by 47% in Q2 2026, buying an estimated $2.22K and bringing the position to 22 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Medallion Wealth Advisors first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,058 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Medallion Wealth Advisors held 22 shares of Vertiv worth $7.37K as of Q2 2026.
  • Medallion Wealth Advisors bought 7 Vertiv shares in Q2 2026, an estimated $2.22K.
  • Vertiv made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #799 holding.
  • Medallion Wealth Advisors first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,058 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.