Winnow Wealth’s Vertiv VRT Stock Holding History

Winnow Wealth’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	–	Sell	-45	Closed	-$7.33K	–	546
2025 Q4	$7.33K	Buy	45 +10	+29%	+$1.74K	0.01%	244
2025 Q3	$5.29K	Buy	+35	New	+$4.67K	﹤0.01%	268

Other funds holding VRT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winnow Wealth's VRT Position: Q1 2026 in Review

Winnow Wealth sold out of Vertiv (VRT) in Q1 2026, closing a stake of 45 shares — an estimated $7.33K sold.

Winnow Wealth first reported a position in VRT in Q3 2025 and held it in 2 quarters. The position peaked at $7.33K in Q4 2025. 1,824 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

Winnow Wealth reported no remaining Vertiv position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 45 Vertiv shares in Q1 2026, an estimated $7.33K.
Winnow Wealth first reported a position in Vertiv in Q3 2025 and held it in 2 quarters.
Winnow Wealth's Vertiv position peaked at $7.33K in Q4 2025.
1,824 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.