Western Wealth Management’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$524K Buy
1,564
+104
+7% +$33K 0.02% 659
2026
Q1
$366K Buy
1,460
+29
+2% +$6.44K 0.01% 728
2025
Q4
$232K Sell
1,431
-5,236
-79% -$909K 0.01% 752
2025
Q3
$1.01M Buy
6,667
+280
+4% +$37.4K 0.05% 307
2025
Q2
$820K Buy
6,387
+1,225
+24% +$119K 0.05% 314
2025
Q1
$373K Buy
+5,162
New +$549K 0.02% 463

Other funds holding VRT

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

Western Wealth Management increased its Vertiv (VRT) stake by 7.1% in Q2 2026, buying an estimated $33K and bringing the position to 1,564 shares worth $524K. The position accounts for 0.02% of the portfolio, ranked #659.

Western Wealth Management first reported a position in VRT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.01M in Q3 2025. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Western Wealth Management held 1,564 shares of Vertiv worth $524K as of Q2 2026.
  • Western Wealth Management bought 104 Vertiv shares in Q2 2026, an estimated $33K.
  • Vertiv made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #659 holding.
  • Western Wealth Management first reported a position in Vertiv in Q1 2025 and has held it in 6 quarters since.
  • Western Wealth Management's Vertiv position peaked at $1.01M in Q3 2025.
  • 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.