RWM
VRT icon

RMG Wealth Management’s Vertiv VRT Stock Holding History

RMG 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
Q2 		$4.33K Sell
15
-41
-73% -$13K ﹤0.01% 369
2026
Q1 		$20.6K Buy
56
+41
+273% +$9.1K ﹤0.01% 225
2025
Q4 		$2.71K Sell
15
-100
-87% -$17.4K ﹤0.01% 340
2025
Q3 		$19K Hold
115
– – ﹤0.01% 192
2025
Q2 		$15K Buy
+115
New +$11.2K ﹤0.01% 201

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

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

RMG Wealth Management reduced its Vertiv (VRT) stake by 73% in Q2 2026, selling an estimated $13K and leaving 15 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

RMG Wealth Management first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $20.6K in Q1 2026. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • RMG Wealth Management held 15 shares of Vertiv worth $4.33K as of Q2 2026.
  • RMG Wealth Management sold 41 Vertiv shares in Q2 2026, an estimated $13K.
  • Vertiv made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #369 holding.
  • RMG Wealth Management first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • RMG Wealth Management's Vertiv position peaked at $20.6K in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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