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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mission Wealth Management reduced its Vertiv (VRT) stake by 52% in Q1 2026, selling an estimated $590K and leaving 2,409 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #435.

Mission Wealth Management first reported a position in VRT in Q2 2024 and has held it in 8 quarters since. The position peaked at $821K in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Mission Wealth Management held 2,409 shares of Vertiv worth $604K as of Q1 2026.
Mission Wealth Management sold 2,656 Vertiv shares in Q1 2026, an estimated $590K.
Vertiv made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #435 holding.
Mission Wealth Management first reported a position in Vertiv in Q2 2024 and has held it in 8 quarters since.
Mission Wealth Management's Vertiv position peaked at $821K in Q4 2025.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.