AWA
VRT icon

Aaron Wealth Advisors’s Vertiv VRT Stock Holding History

Aaron Wealth Advisors’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 		$791K Buy
3,158
+660
+26% +$147K 0.05% 278
2025
Q4 		$405K Sell
2,498
-482
-16% -$83.7K 0.02% 494
2025
Q3 		$450K Sell
2,980
-393
-12% -$52.4K 0.03% 435
2025
Q2 		$433K Sell
3,373
-27
-0.8% -$2.63K 0.04% 276
2025
Q1 		$245K Sell
3,400
-288
-8% -$30.7K 0.03% 383
2024
Q4 		$419K Sell
3,688
-148
-4% -$17.6K 0.05% 239
2024
Q3 		$382K Buy
3,836
+1,331
+53% +$110K 0.05% 243
2024
Q2 		$217K Sell
2,505
-67
-3% -$6.1K 0.03% 300
2024
Q1 		$210K Buy
+2,572
New +$162K 0.03% 286

Other funds holding VRT

BlackRock
BlackRock New York $5.7T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return