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 Q2	–	Hold	–	–	–	861
2026 Q1	–	Hold	–	–	–	965
2025 Q4	–	Hold	–	-$438K	–	1373
2025 Q3	–	Hold	–	–	–	794

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Perigon Wealth Management's VRT Position: Q2 2026 in Review

Perigon Wealth Management reduced its Vertiv (VRT) stake by 3.8% in Q2 2026, selling an estimated $417K and leaving 32,888 shares worth $11M. The position accounts for 0.17% of the portfolio, ranked #119.

Perigon Wealth Management first reported a position in VRT in Q2 2023 and has held it in 11 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Perigon Wealth Management held 32,888 shares of Vertiv worth $11M as of Q2 2026.
Perigon Wealth Management sold 1,316 Vertiv shares in Q2 2026, an estimated $417K.
Vertiv made up 0.17% of Perigon Wealth Management's portfolio in Q2 2026, its #119 holding.
Perigon Wealth Management first reported a position in Vertiv in Q2 2023 and has held it in 11 quarters since.
2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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