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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
Q2 		$2.55M Buy
7,612
+429
+6% +$136K 0.14% 98
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 $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

Parcion Private Wealth's VRT Position: Q2 2026 in Review

Parcion Private Wealth increased its Vertiv (VRT) stake by 6% in Q2 2026, buying an estimated $136K and bringing the position to 7,612 shares worth $2.55M. The position accounts for 0.14% of the portfolio, ranked #98.

Parcion Private Wealth first reported a position in VRT in Q3 2024 and has held it in 8 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Parcion Private Wealth held 7,612 shares of Vertiv worth $2.55M as of Q2 2026.
  • Parcion Private Wealth bought 429 Vertiv shares in Q2 2026, an estimated $136K.
  • Vertiv made up 0.14% of Parcion Private Wealth's portfolio in Q2 2026, its #98 holding.
  • Parcion Private Wealth first reported a position in Vertiv in Q3 2024 and has held it in 8 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.