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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	–	–	–	965
2025 Q4	–	Hold	–	-$438K	–	1373
2025 Q3	–	Hold	–	–	–	794

Other funds holding VRT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.