Mission Wealth Management
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
Q3 		– Sell
-5,999
Closed -$2.01M – 1057
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% -$3.7K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mission Wealth Management's VRT Position: Q3 2026 in Review

Mission Wealth Management sold out of Vertiv (VRT) in Q3 2026, closing a stake of 5,999 shares — an estimated $2.01M sold.

Mission Wealth Management first reported a position in VRT in Q2 2024 and held it in 9 quarters. The position peaked at $2.01M in Q2 2026. 1,235 funds tracked by Wall St. Rank hold VRT as of Q3 2026.

  • Mission Wealth Management reported no remaining Vertiv position as of Q3 2026 after selling out during the quarter.
  • Mission Wealth Management sold 5,999 Vertiv shares in Q3 2026, an estimated $2.01M.
  • Mission Wealth Management first reported a position in Vertiv in Q2 2024 and held it in 9 quarters.
  • Mission Wealth Management's Vertiv position peaked at $2.01M in Q2 2026.
  • 1,235 funds tracked by Wall St. Rank held Vertiv as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.