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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
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 $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

Williamson Legacy Group's VRT Position: Q1 2026 in Review

Williamson Legacy Group opened a new position in Vertiv (VRT) in Q1 2026: 5,509 shares worth $1.38M. The stake represents 1.03% of the portfolio and ranks #38 among its holdings. This is a return to the name: Williamson Legacy Group previously reported a position in VRT as recently as Q4 2024.

Williamson Legacy Group first reported a position in VRT in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.78M in Q1 2024. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Williamson Legacy Group held 5,509 shares of Vertiv worth $1.38M as of Q1 2026.
  • Vertiv was a new Williamson Legacy Group position in Q1 2026.
  • Vertiv made up 1.03% of Williamson Legacy Group's portfolio in Q1 2026, its #38 holding.
  • Williamson Legacy Group first reported a position in Vertiv in Q4 2023 and has held it in 6 quarters since.
  • Williamson Legacy Group's Vertiv position peaked at $2.78M in Q1 2024.
  • 1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.