MWA
VRT icon

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
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 $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

Medallion Wealth Advisors's VRT Position: Q1 2026 in Review

Medallion Wealth Advisors held its Vertiv (VRT) position steady in Q1 2026 at 15 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Medallion Wealth Advisors first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. 1,826 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Medallion Wealth Advisors held 15 shares of Vertiv worth $3.77K as of Q1 2026.
  • Medallion Wealth Advisors left its Vertiv share count unchanged in Q1 2026.
  • Vertiv made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #923 holding.
  • Medallion Wealth Advisors first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.