TWM
VRT icon

Tripletail Wealth Management’s Vertiv VRT Stock Holding History

Tripletail 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 		$1.13M Sell
3,776
-460
-11% -$146K 1.31% 18
2026
Q1 		$1.11M Sell
4,236
-450
-10% -$99.9K 1.51% 15
2025
Q4 		$759K Sell
4,686
-1
-0% -$174 0.96% 24
2025
Q3 		$762K Sell
4,687
-20
-0.4% -$2.67K 0.9% 26
2025
Q2 		$660K Buy
+4,707
New +$458K 0.94% 24

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

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

Tripletail Wealth Management reduced its Vertiv (VRT) stake by 11% in Q2 2026, selling an estimated $146K and leaving 3,776 shares worth $1.13M. The position accounts for 1.31% of the portfolio, ranked #18.

Tripletail Wealth Management first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Tripletail Wealth Management held 3,776 shares of Vertiv worth $1.13M as of Q2 2026.
  • Tripletail Wealth Management sold 460 Vertiv shares in Q2 2026, an estimated $146K.
  • Vertiv made up 1.31% of Tripletail Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Tripletail Wealth Management first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.