Question 1

Does Dynasty Wealth Management own VRT stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Dynasty Wealth Management holds 4,471 shares of VRT (Vertiv Holdings), worth $1.5M.

Question 2

How many shares of VRT does Dynasty Wealth Management own?

Accepted Answer

As of its Q2 2026 13F, Dynasty Wealth Management holds 4,471 shares of VRT (Vertiv Holdings).

Question 3

What is Dynasty Wealth Management's VRT position worth?

Accepted Answer

As of its Q2 2026 13F, Dynasty Wealth Management's VRT position is worth $1.5M.

Question 4

Is Dynasty Wealth Management buying or selling VRT?

Accepted Answer

In Q2 2026, Dynasty Wealth Management reduced its VRT position by 215 shares (-4.6%).

Question 5

When did Dynasty Wealth Management first buy VRT?

Accepted Answer

Dynasty Wealth Management first reported VRT in its Q1 2024 13F and has listed it in 10 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	4,471	-4.6%	$1.5M	0.0%	$334.74	0
2026-Q1	Decreased	4,686	-6.7%	$1.2M	0.0%	$250.47	0
2025-Q4	Increased	5,024	+5.9%	$813,987	0.0%	$161.90	26
2025-Q3	Increased	4,744	+75.5%	$715,631	0.0%	$150.70	37
2025-Q2	Decreased	2,703	-38.0%	$347,122	0.0%	$128.24	0
2025-Q1	Decreased	4,356	-15.6%	$314,488	0.0%	$72.08	0
2024-Q4	Decreased	5,160	-4.4%	$586,190	0.0%	$113.37	0
2024-Q3	Decreased	5,400	-4.8%	$537,210	0.0%	$99.25	0