MAS
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MPWM Advisory Solutions’s Vertiv VRT Stock Holding History

MPWM Advisory Solutions’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 		$10K Hold
30
– – ﹤0.01% 353
2026
Q1 		$7.52K Hold
30
– – ﹤0.01% 368
2025
Q4 		$4.86K Hold
30
– – ﹤0.01% 381
2025
Q3 		$4.53K Hold
30
– – ﹤0.01% 353
2025
Q2 		$3.85K Sell
30
-2
-6% -$194 ﹤0.01% 384
2025
Q1 		$2.31K Hold
32
– – ﹤0.01% 444
2024
Q4 		$3.64K Buy
+32
New +$3.8K ﹤0.01% 410

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

MPWM Advisory Solutions's VRT Position: Q2 2026 in Review

MPWM Advisory Solutions held its Vertiv (VRT) position steady in Q2 2026 at 30 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

MPWM Advisory Solutions first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • MPWM Advisory Solutions held 30 shares of Vertiv worth $10K as of Q2 2026.
  • MPWM Advisory Solutions left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #353 holding.
  • MPWM Advisory Solutions first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.