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Parcion Private Wealth’s Vertiv VRT Stock Holding History

Parcion Private Wealth’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
Q1 		$1.8M Buy
7,183
+642
+10% +$143K 0.11% 113
2025
Q4 		$1.06M Buy
6,541
+234
+4% +$40.6K 0.06% 142
2025
Q3 		$951K Sell
6,307
-573
-8% -$76.4K 0.06% 134
2025
Q2 		$883K Buy
6,880
+1,253
+22% +$122K 0.06% 128
2025
Q1 		$406K Buy
5,627
+1,384
+33% +$147K 0.03% 187
2024
Q4 		$482K Sell
4,243
-67
-2% -$7.96K 0.04% 162
2024
Q3 		$429K Buy
+4,310
New +$357K 0.04% 166

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

Parcion Private Wealth's VRT Position: Q1 2026 in Review

Parcion Private Wealth increased its Vertiv (VRT) stake by 9.8% in Q1 2026, buying an estimated $143K and bringing the position to 7,183 shares worth $1.8M. The position accounts for 0.11% of the portfolio, ranked #113.

Parcion Private Wealth first reported a position in VRT in Q3 2024 and has held it in 7 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Parcion Private Wealth held 7,183 shares of Vertiv worth $1.8M as of Q1 2026.
  • Parcion Private Wealth bought 642 Vertiv shares in Q1 2026, an estimated $143K.
  • Vertiv made up 0.11% of Parcion Private Wealth's portfolio in Q1 2026, its #113 holding.
  • Parcion Private Wealth first reported a position in Vertiv in Q3 2024 and has held it in 7 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.