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Mezzasalma Advisors’s Vertiv VRT Stock Holding History

Mezzasalma 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 		$9.22M Buy
27,525
+373
+1% +$118K 1.85% 13
2026
Q1 		$6.8M Buy
27,152
+1,214
+5% +$269K 1.74% 16
2025
Q4 		$4.55M Buy
25,938
+1,113
+4% +$193K 1.09% 21
2025
Q3 		$3.75M Buy
24,825
+1,389
+6% +$185K 0.96% 23
2025
Q2 		$3.01M Buy
23,436
+1,194
+5% +$116K 0.9% 29
2025
Q1 		$1.61M Buy
22,242
+2,234
+11% +$238K 0.56% 37
2024
Q4 		$2.27M Buy
20,008
+3,945
+25% +$468K 0.73% 28
2024
Q3 		$1.6M Buy
16,063
+7,050
+78% +$584K 0.63% 33
2024
Q2 		$780K Buy
+9,013
New +$821K 0.33% 39

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

Mezzasalma Advisors's VRT Position: Q2 2026 in Review

Mezzasalma Advisors increased its Vertiv (VRT) stake by 1.4% in Q2 2026, buying an estimated $118K and bringing the position to 27,525 shares worth $9.22M. The position accounts for 1.85% of the portfolio, ranked #13.

Mezzasalma Advisors first reported a position in VRT in Q2 2024 and has held it in 9 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Mezzasalma Advisors held 27,525 shares of Vertiv worth $9.22M as of Q2 2026.
  • Mezzasalma Advisors bought 373 Vertiv shares in Q2 2026, an estimated $118K.
  • Vertiv made up 1.85% of Mezzasalma Advisors's portfolio in Q2 2026, its #13 holding.
  • Mezzasalma Advisors first reported a position in Vertiv in Q2 2024 and has held it in 9 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.