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Position history for Williams Jones Wealth Management, LLC.Williams Jones Wealth Management, LLC.'s holdings in VERTIV HOLDINGS CO-A

Williams Jones Wealth Management, LLC. holds 251,590 shares of VRT (VERTIV HOLDINGS CO-A), worth $84.2M as of 2026-Q2. The position was decreased (-8.2% shares). VRT represents 1.0% of Williams Jones Wealth Management, LLC.'s portfolio.

Current Value

$84.2M

Current Shares

251,590

Total Value Change

+$53.3M

Total Shares Change

-58,981

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
251,590
-8.2%
$84.2M1.0%$334.82
0
2026-Q1
Decreased
273,950
-12.5%
$68.6M0.8%$244.44
0
2025-Q4
Decreased
313,035
-3.1%
$50.7M0.6%$164.34
0
2025-Q3
Decreased
323,187
-1.8%
$48.8M0.6%$143.26
0
2025-Q2
Decreased
329,110
-0.9%
$42.3M0.5%$127.08
0
2025-Q1
Increased
332,114
+4.5%
$24M0.3%$74.18
36
2024-Q4
Increased
317,694
+2.3%
$36.1M0.4%$115.99
35
2024-Q3
Increased
310,571
+23.8%
$30.9M0.4%$98.24
42

Other major holders of VRT: BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC

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