1WM
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1858 Wealth Management’s Vertiv VRT Stock Holding History

1858 Wealth Management’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
2025
Q3 		$3.49M Sell
23,125
-3,606
-13% -$481K 2.45% 11
2025
Q2 		$3.43M Buy
26,731
+607
+2% +$59K 2.53% 10
2025
Q1 		$1.89M Buy
26,124
+6,563
+34% +$699K 1.6% 19
2024
Q4 		$2.22M Sell
19,561
-86
-0.4% -$10.2K 1.76% 15
2024
Q3 		$1.95M Sell
19,647
-1,228
-6% -$102K 1.61% 18
2024
Q2 		$1.81M Buy
20,875
+4,364
+26% +$397K 1.5% 20
2024
Q1 		$793K Hold
16,511
– – 0.75% 40
2023
Q4 		$793K Buy
+16,511
New +$703K 0.75% 40

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

1858 Wealth Management's VRT Position: Q3 2025 in Review

1858 Wealth Management reduced its Vertiv (VRT) stake by 13% in Q3 2025, selling an estimated $481K and leaving 23,125 shares worth $3.49M. The position accounts for 2.45% of the portfolio, ranked #11.

1858 Wealth Management first reported a position in VRT in Q4 2023 and has held it in 8 quarters since. 1,436 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • 1858 Wealth Management held 23,125 shares of Vertiv worth $3.49M as of Q3 2025.
  • 1858 Wealth Management sold 3,606 Vertiv shares in Q3 2025, an estimated $481K.
  • Vertiv made up 2.45% of 1858 Wealth Management's portfolio in Q3 2025, its #11 holding.
  • 1858 Wealth Management first reported a position in Vertiv in Q4 2023 and has held it in 8 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.