VWM
VRT icon

Vermillion Wealth Management’s Vertiv VRT Stock Holding History

Vermillion 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 		$56.9K Buy
170
+69
+68% +$21.9K 0.01% 565
2026
Q1 		$25.3K Buy
101
+31
+44% +$6.88K 0.01% 272
2025
Q4 		$11.3K Hold
70
– – ﹤0.01% 363
2025
Q3 		$10.6K Hold
70
– – ﹤0.01% 1049
2025
Q2 		$8.99K Hold
70
– – ﹤0.01% 349
2025
Q1 		$5.05K Buy
70
+30
+75% +$3.19K ﹤0.01% 1105
2024
Q4 		$4.54K Buy
+40
New +$4.75K ﹤0.01% 400

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

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

Vermillion Wealth Management increased its Vertiv (VRT) stake by 68% in Q2 2026, buying an estimated $21.9K and bringing the position to 170 shares worth $56.9K. The position accounts for 0.01% of the portfolio, ranked #565.

Vermillion Wealth Management first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Vermillion Wealth Management held 170 shares of Vertiv worth $56.9K as of Q2 2026.
  • Vermillion Wealth Management bought 69 Vertiv shares in Q2 2026, an estimated $21.9K.
  • Vertiv made up 0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #565 holding.
  • Vermillion Wealth Management first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.