MWM
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Mosley Wealth Management’s Vertiv VRT Stock Holding History

Mosley 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 		$305K Sell
911
-5,213
-85% -$1.65M 0.1% 133
2026
Q1 		$924K Buy
6,124
+63
+1% +$14K 0.42% 53
2025
Q4 		$1.01M Buy
+6,061
New +$1.05M 0.46% 49
2024
Q4 		$743K Sell
6,724
-48
-0.7% -$5.7K 0.46% 51
2024
Q3 		$759K Buy
+6,772
New +$561K 0.52% 41

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Mosley Wealth Management reduced its Vertiv (VRT) stake by 85% in Q2 2026, selling an estimated $1.65M and leaving 911 shares worth $305K. The position accounts for 0.1% of the portfolio, ranked #133.

Mosley Wealth Management first reported a position in VRT in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.01M in Q4 2025. 1,196 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Mosley Wealth Management held 911 shares of Vertiv worth $305K as of Q2 2026.
  • Mosley Wealth Management sold 5,213 Vertiv shares in Q2 2026, an estimated $1.65M.
  • Vertiv made up 0.1% of Mosley Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Mosley Wealth Management first reported a position in Vertiv in Q3 2024 and has held it in 5 quarters since.
  • Mosley Wealth Management's Vertiv position peaked at $1.01M in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.