WLG
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Williamson Legacy Group’s Vertiv VRT Stock Holding History

Williamson Legacy 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
Q2 		$3.74M Buy
11,176
+5,667
+103% +$1.8M 1.86% 16
2026
Q1 		$1.38M Buy
+5,509
New +$1.22M 1.03% 38
2025
Q1 		– Sell
-10,175
Closed -$1.16M – 133
2024
Q4 		$1.16M Sell
10,175
-6,771
-40% -$804K 0.77% 32
2024
Q3 		$1.69M Sell
16,946
-11,511
-40% -$954K 1.13% 11
2024
Q2 		$2.46M Sell
28,457
-5,582
-16% -$508K 1.83% 7
2024
Q1 		$2.78M Sell
34,039
-214
-0.6% -$13.4K 2.15% 5
2023
Q4 		$1.65M Buy
+34,253
New +$1.46M 1.53% 16

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

Williamson Legacy Group's VRT Position: Q2 2026 in Review

Williamson Legacy Group increased its Vertiv (VRT) stake by 103% in Q2 2026, buying an estimated $1.8M and bringing the position to 11,176 shares worth $3.74M. The position accounts for 1.86% of the portfolio, ranked #16.

Williamson Legacy Group first reported a position in VRT in Q4 2023 and has held it in 7 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Williamson Legacy Group held 11,176 shares of Vertiv worth $3.74M as of Q2 2026.
  • Williamson Legacy Group bought 5,667 Vertiv shares in Q2 2026, an estimated $1.8M.
  • Vertiv made up 1.86% of Williamson Legacy Group's portfolio in Q2 2026, its #16 holding.
  • Williamson Legacy Group first reported a position in Vertiv in Q4 2023 and has held it in 7 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.