AFWM
VRT icon

Abich Financial Wealth Management’s Vertiv VRT Stock Holding History

Abich Financial 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 		$117K Buy
+774
New +$103K 0.04% 205
2024
Q3 		$8.26K Buy
+83
New +$6.88K 0.02% 210

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

Abich Financial Wealth Management's VRT Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Vertiv (VRT) in Q3 2025: 774 shares worth $117K. The stake represents 0.04% of the portfolio and ranks #205 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in VRT as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in VRT in Q3 2024 and has held it in 2 quarters since. 1,436 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • Abich Financial Wealth Management held 774 shares of Vertiv worth $117K as of Q3 2025.
  • Vertiv was a new Abich Financial Wealth Management position in Q3 2025.
  • Vertiv made up 0.04% of Abich Financial Wealth Management's portfolio in Q3 2025, its #205 holding.
  • Abich Financial Wealth Management first reported a position in Vertiv in Q3 2024 and has held it in 2 quarters since.
  • 1,436 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.