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

Williams Jones Wealth Management, LLC. holds 251,590 shares of VRT (VERTIV HOLDINGS CO), 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%$334.74
0
2026-Q1
Decreased
273,950
-12.5%
$68.6M0.8%$250.47
0
2025-Q4
Decreased
313,035
-3.1%
$50.7M0.6%$161.90
0
2025-Q3
Decreased
323,187
-1.8%
$48.8M0.6%$150.70
0
2025-Q2
Decreased
329,110
-0.9%
$42.3M0.5%$128.24
0
2025-Q1
Increased
332,114
+4.5%
$24M0.3%$72.08
36
2024-Q4
Increased
317,694
+2.3%
$36.1M0.4%$113.37
35
2024-Q3
Increased
310,571
+23.8%
$30.9M0.4%$99.25
42

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

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