Advisornet Financial’s Vertiv VRT Stock Holding History

Advisornet Financial’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	$895K	Buy	3,573 +2,721	+319%	+$604K	0.05%	276
2025 Q4	$138K	Sell	852 -121	-12%	-$21K	0.01%	713
2025 Q3	$147K	Buy	973 +280	+40%	+$37.4K	0.01%	673
2025 Q2	$89K	Sell	693 -228	-25%	-$22.2K	0.01%	797
2025 Q1	$66.5K	Buy	921 +773	+522%	+$82.3K	﹤0.01%	842
2024 Q4	$16.8K	Sell	148 -202	-58%	-$24K	﹤0.01%	1191
2024 Q3	$34.8K	Buy	350 +330	+1,650%	+$27.4K	﹤0.01%	1022
2024 Q2	$1.73K	Hold	20	–	–	﹤0.01%	1660
2024 Q1	$1.63K	Sell	20 -22	-52%	-$1.38K	﹤0.01%	1631
2023 Q4	$2.02K	Buy	42 +17	+68%	+$724	﹤0.01%	1712
2023 Q3	$930	Buy	+25	New	+$824	﹤0.01%	1811
2022 Q1	–	Sell	-4,000	Closed	-$100K	–	2236
2021 Q4	$100K	Hold	4,000	–	–	0.01%	818
2021 Q3	$96K	Hold	4,000	–	–	0.01%	807
2021 Q2	$109K	Hold	4,000	–	–	0.01%	762
2021 Q1	$80K	Hold	4,000	–	–	0.01%	815
2020 Q4	$75K	Buy	+4,000	New	+$73.6K	0.01%	770

Other funds holding VRT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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