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Wealth Management Partners’s Vertiv VRT Stock Holding History

Wealth Management Partners’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 		$4.32M Sell
12,903
-1,000
-7% -$317K 1.02% 26
2026
Q1 		$3.48M Sell
13,903
-3,071
-18% -$682K 1% 22
2025
Q4 		$2.75M Buy
16,974
+41
+0.2% +$7.12K 0.79% 29
2025
Q3 		$2.55M Buy
16,933
+2,251
+15% +$300K 0.81% 30
2025
Q2 		$1.85M Buy
14,682
+3,197
+28% +$311K 0.66% 35
2025
Q1 		$829K Buy
11,485
+8,705
+313% +$927K 0.38% 59
2024
Q4 		$316K Buy
+2,780
New +$330K 0.14% 96

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

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

Wealth Management Partners reduced its Vertiv (VRT) stake by 7.2% in Q2 2026, selling an estimated $317K and leaving 12,903 shares worth $4.32M. The position accounts for 1.02% of the portfolio, ranked #26.

Wealth Management Partners first reported a position in VRT in Q4 2024 and has held it in 7 quarters since. 2,045 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Wealth Management Partners held 12,903 shares of Vertiv worth $4.32M as of Q2 2026.
  • Wealth Management Partners sold 1,000 Vertiv shares in Q2 2026, an estimated $317K.
  • Vertiv made up 1.02% of Wealth Management Partners's portfolio in Q2 2026, its #26 holding.
  • Wealth Management Partners first reported a position in Vertiv in Q4 2024 and has held it in 7 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.