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Vermillion & White Wealth Management Group’s Vertiv VRT Stock Holding History

Vermillion & White Wealth Management Group’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 		– Sell
-152
Closed -$24.6K – 524
2025
Q4 		$24.6K Buy
152
+56
+58% +$9.72K 0.01% 232
2025
Q3 		$14.5K Buy
+96
New +$12.8K 0.01% 291

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

Vermillion & White Wealth Management Group's VRT Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Vertiv (VRT) in Q1 2026, closing a stake of 152 shares — an estimated $24.6K sold.

Vermillion & White Wealth Management Group first reported a position in VRT in Q3 2025 and held it in 2 quarters. The position peaked at $24.6K in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 152 Vertiv shares in Q1 2026, an estimated $24.6K.
  • Vermillion & White Wealth Management Group first reported a position in Vertiv in Q3 2025 and held it in 2 quarters.
  • Vermillion & White Wealth Management Group's Vertiv position peaked at $24.6K in Q4 2025.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.