MWM
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Mindset Wealth Management’s Vertiv VRT Stock Holding History

Mindset 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 		$1.03M Sell
3,063
-444
-13% -$141K 0.2% 59
2026
Q1 		$879K Sell
3,507
-418
-11% -$92.8K 0.24% 55
2025
Q4 		$636K Buy
3,925
+220
+6% +$38.2K 0.17% 68
2025
Q3 		$559K Buy
3,705
+971
+36% +$130K 0.15% 73
2025
Q2 		$351K Sell
2,734
-310
-10% -$30.1K 0.11% 95
2025
Q1 		$220K Buy
3,044
+1,135
+59% +$121K 0.09% 131
2024
Q4 		$217K Buy
+1,909
New +$227K 0.08% 122

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

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

Mindset Wealth Management reduced its Vertiv (VRT) stake by 13% in Q2 2026, selling an estimated $141K and leaving 3,063 shares worth $1.03M. The position accounts for 0.2% of the portfolio, ranked #59.

Mindset Wealth Management first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Mindset Wealth Management held 3,063 shares of Vertiv worth $1.03M as of Q2 2026.
  • Mindset Wealth Management sold 444 Vertiv shares in Q2 2026, an estimated $141K.
  • Vertiv made up 0.2% of Mindset Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Mindset Wealth Management first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.