PWP
VRT icon

Perfromance Wealth Partners’s Vertiv VRT Stock Holding History

Perfromance Wealth Partners’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 		$431K Hold
1,288
– – 0.01% 148
2026
Q1 		$323K Buy
1,288
+11
+0.9% +$2.44K 0.01% 160
2025
Q4 		$207K Buy
+1,277
New +$222K 0.01% 194
2025
Q1 		– Sell
-36,640
Closed -$4.16M – 193
2024
Q4 		$4.16M Buy
+36,640
New +$4.35M 0.13% 30

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

Perfromance Wealth Partners's VRT Position: Q2 2026 in Review

Perfromance Wealth Partners held its Vertiv (VRT) position steady in Q2 2026 at 1,288 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #148.

Perfromance Wealth Partners first reported a position in VRT in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.16M in Q4 2024. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Perfromance Wealth Partners held 1,288 shares of Vertiv worth $431K as of Q2 2026.
  • Perfromance Wealth Partners left its Vertiv share count unchanged in Q2 2026.
  • Vertiv made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #148 holding.
  • Perfromance Wealth Partners first reported a position in Vertiv in Q4 2024 and has held it in 4 quarters since.
  • Perfromance Wealth Partners's Vertiv position peaked at $4.16M in Q4 2024.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.