MWM
VRT icon

Mission Wealth Management’s Vertiv VRT Stock Holding History

Mission 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 		$2.01M Buy
5,999
+3,590
+149% +$1.14M 0.02% 306
2026
Q1 		$604K Sell
2,409
-2,656
-52% -$590K 0.01% 435
2025
Q4 		$821K Buy
5,065
+124
+3% +$21.5K 0.02% 379
2025
Q3 		$745K Sell
4,941
-755
-13% -$101K 0.01% 396
2025
Q2 		$731K Sell
5,696
-38
-0.7% -$3.69K 0.02% 391
2025
Q1 		$414K Buy
5,734
+556
+11% +$59.2K 0.01% 504
2024
Q4 		$588K Buy
5,178
+1,543
+42% +$183K 0.01% 390
2024
Q3 		$362K Buy
3,635
+435
+14% +$36.1K 0.01% 508
2024
Q2 		$277K Buy
+3,200
New +$291K 0.01% 545

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

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

Mission Wealth Management increased its Vertiv (VRT) stake by 149% in Q2 2026, buying an estimated $1.14M and bringing the position to 5,999 shares worth $2.01M. The position accounts for 0.02% of the portfolio, ranked #306.

Mission Wealth Management 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.

  • Mission Wealth Management held 5,999 shares of Vertiv worth $2.01M as of Q2 2026.
  • Mission Wealth Management bought 3,590 Vertiv shares in Q2 2026, an estimated $1.14M.
  • Vertiv made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #306 holding.
  • Mission Wealth Management 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 Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.