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Alpine Bank Wealth Management’s Vertiv VRT Stock Holding History

Alpine Bank 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
Q2 		– Sell
-295
Closed -$21.3K – 442
2025
Q1 		$21.3K Buy
+295
New +$31.4K ﹤0.01% 329
2024
Q3 		$12.7K Buy
+128
New +$10.6K ﹤0.01% 385

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alpine Bank Wealth Management's VRT Position: Q2 2025 in Review

Alpine Bank Wealth Management sold out of Vertiv (VRT) in Q2 2025, closing a stake of 295 shares — an estimated $21.3K sold.

Alpine Bank Wealth Management first reported a position in VRT in Q3 2024 and held it in 2 quarters. The position peaked at $21.3K in Q1 2025. 1,307 funds tracked by Wall St. Rank hold VRT as of Q2 2025.

  • Alpine Bank Wealth Management reported no remaining Vertiv position as of Q2 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 295 Vertiv shares in Q2 2025, an estimated $21.3K.
  • Alpine Bank Wealth Management first reported a position in Vertiv in Q3 2024 and held it in 2 quarters.
  • Alpine Bank Wealth Management's Vertiv position peaked at $21.3K in Q1 2025.
  • 1,307 funds tracked by Wall St. Rank held Vertiv as of Q2 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.