MWM
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Meridian Wealth Management’s Vertiv VRT Stock Holding History

Meridian 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 		$4.05M Buy
12,095
+394
+3% +$125K 0.12% 165
2026
Q1 		$2.93M Buy
11,701
+2,821
+32% +$626K 0.1% 178
2025
Q4 		$1.44M Buy
8,880
+6,038
+212% +$1.05M 0.05% 282
2025
Q3 		$429K Sell
2,842
-15,301
-84% -$2.04M 0.02% 507
2025
Q2 		$2.33M Sell
18,143
-2,988
-14% -$291K 0.1% 182
2025
Q1 		$1.53M Sell
21,131
-1,194
-5% -$127K 0.07% 211
2024
Q4 		$2.54M Buy
+22,325
New +$2.65M 0.12% 165

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 $3.38T AUM 44.17% 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

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

Meridian Wealth Management increased its Vertiv (VRT) stake by 3.4% in Q2 2026, buying an estimated $125K and bringing the position to 12,095 shares worth $4.05M. The position accounts for 0.12% of the portfolio, ranked #165.

Meridian Wealth Management first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Meridian Wealth Management held 12,095 shares of Vertiv worth $4.05M as of Q2 2026.
  • Meridian Wealth Management bought 394 Vertiv shares in Q2 2026, an estimated $125K.
  • Vertiv made up 0.12% of Meridian Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Meridian Wealth Management first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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