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Twin Peaks Wealth Advisors’s Vertiv VRT Stock Holding History

Twin Peaks Wealth Advisors’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 		$51.6K Buy
+206
New +$45.7K 0.01% 431
2025
Q3 		– Sell
-64
Closed -$9.13K – 2085
2025
Q2 		$9.13K Buy
+64
New +$6.22K ﹤0.01% 991

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

Twin Peaks Wealth Advisors's VRT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Vertiv (VRT) in Q1 2026: 206 shares worth $51.6K. The stake represents 0.01% of the portfolio and ranks #431 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VRT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VRT in Q2 2025 and has held it in 2 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 206 shares of Vertiv worth $51.6K as of Q1 2026.
  • Vertiv was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Vertiv made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #431 holding.
  • Twin Peaks Wealth Advisors first reported a position in Vertiv in Q2 2025 and has held it in 2 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.