MWA Asset Management’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.2M Sell
3,588
-132
-4% -$41.9K 0.54% 51
2026
Q1
$932K Buy
3,720
+493
+15% +$109K 0.51% 53
2025
Q4
$523K Buy
+3,227
New +$560K 0.29% 77
2024
Q3
– Sell
-3,832
Closed -$332K – 131
2024
Q2
$332K Buy
+3,832
New +$349K 0.24% 95

Other funds holding VRT

MWA Asset Management's VRT Position: Q2 2026 in Review

MWA Asset Management reduced its Vertiv (VRT) stake by 3.5% in Q2 2026, selling an estimated $41.9K and leaving 3,588 shares worth $1.2M. The position accounts for 0.54% of the portfolio, ranked #51.

MWA Asset Management first reported a position in VRT in Q2 2024 and has held it in 4 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • MWA Asset Management held 3,588 shares of Vertiv worth $1.2M as of Q2 2026.
  • MWA Asset Management sold 132 Vertiv shares in Q2 2026, an estimated $41.9K.
  • Vertiv made up 0.54% of MWA Asset Management's portfolio in Q2 2026, its #51 holding.
  • MWA Asset Management first reported a position in Vertiv in Q2 2024 and has held it in 4 quarters since.
  • 2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on MWA Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.