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Waypoint Wealth Counsel’s Vertiv VRT Stock Holding History

Waypoint Wealth Counsel’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 		$329K Sell
1,314
-321
-20% -$71.3K 0.17% 127
2025
Q4 		$265K Buy
1,635
+266
+19% +$46.2K 0.1% 211
2025
Q3 		$207K Buy
+1,369
New +$183K 0.08% 247

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

Waypoint Wealth Counsel's VRT Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Vertiv (VRT) stake by 20% in Q1 2026, selling an estimated $71.3K and leaving 1,314 shares worth $329K. The position accounts for 0.17% of the portfolio, ranked #127.

Waypoint Wealth Counsel first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Waypoint Wealth Counsel held 1,314 shares of Vertiv worth $329K as of Q1 2026.
  • Waypoint Wealth Counsel sold 321 Vertiv shares in Q1 2026, an estimated $71.3K.
  • Vertiv made up 0.17% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #127 holding.
  • Waypoint Wealth Counsel first reported a position in Vertiv in Q3 2025 and has held it in 3 quarters since.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.