PWM
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Perigon Wealth Management’s Vertiv VRT Stock Holding History

Perigon Wealth Management’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 		$8.57M Buy
34,204
+221
+0.7% +$49.1K 0.16% 136
2025
Q4 		$5.51M Sell
33,983
-20,548
-38% -$3.57M 0.1% 187
2025
Q3 		$8.23M Buy
54,531
+27,060
+99% +$3.61M 0.17% 124
2025
Q2 		$3.53M Buy
27,471
+2,282
+9% +$222K 0.08% 237
2025
Q1 		$1.82M Buy
25,189
+2,023
+9% +$215K 0.05% 324
2024
Q4 		$3.07M Buy
23,166
+1,619
+8% +$192K 0.08% 240
2024
Q3 		$2.14M Buy
+21,547
New +$1.79M 0.06% 276
2024
Q1 		– Sell
-8,303
Closed -$399K – 905
2023
Q4 		$399K Sell
8,303
-73
-0.9% -$3.11K 0.01% 566
2023
Q3 		$312K Buy
8,376
+113
+1% +$3.73K 0.01% 573
2023
Q2 		$205K Buy
+8,263
New +$142K 0.01% 728

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

Perigon Wealth Management's VRT Position: Q1 2026 in Review

Perigon Wealth Management increased its Vertiv (VRT) stake by 0.65% in Q1 2026, buying an estimated $49.1K and bringing the position to 34,204 shares worth $8.57M. The position accounts for 0.16% of the portfolio, ranked #136.

Perigon Wealth Management first reported a position in VRT in Q2 2023 and has held it in 10 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Perigon Wealth Management held 34,204 shares of Vertiv worth $8.57M as of Q1 2026.
  • Perigon Wealth Management bought 221 Vertiv shares in Q1 2026, an estimated $49.1K.
  • Vertiv made up 0.16% of Perigon Wealth Management's portfolio in Q1 2026, its #136 holding.
  • Perigon Wealth Management first reported a position in Vertiv in Q2 2023 and has held it in 10 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.