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
2025
Q2 		– Hold
0
– -$101K – 713
2025
Q1 		– Hold
0
– – – 654
2024
Q4 		– Hold
0
– -$129K – 725
2024
Q3 		– Hold
0
– – – 654
2024
Q2 		– Hold
0
– – – 640

Other funds holding VRT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
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.