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
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 $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

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

Meridian Wealth Management increased its Vertiv (VRT) stake by 32% in Q1 2026, buying an estimated $626K and bringing the position to 11,701 shares worth $2.93M. The position accounts for 0.1% of the portfolio, ranked #178.

Meridian Wealth Management first reported a position in VRT in Q4 2024 and has held it in 6 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Meridian Wealth Management held 11,701 shares of Vertiv worth $2.93M as of Q1 2026.
  • Meridian Wealth Management bought 2,821 Vertiv shares in Q1 2026, an estimated $626K.
  • Vertiv made up 0.1% of Meridian Wealth Management's portfolio in Q1 2026, its #178 holding.
  • Meridian Wealth Management first reported a position in Vertiv in Q4 2024 and has held it in 6 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.