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Arlington Financial Advisors’s Vertiv VRT Stock Holding History

Arlington Financial 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
2025
Q1 		– Sell
-5,150
Closed -$585K – 114
2024
Q4 		$585K Hold
5,150
– – 0.12% 62
2024
Q3 		$512K Buy
5,150
+1,500
+41% +$124K 0.11% 52
2024
Q2 		$316K Buy
+3,650
New +$332K 0.07% 62

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Arlington Financial Advisors's VRT Position: Q1 2025 in Review

Arlington Financial Advisors sold out of Vertiv (VRT) in Q1 2025, closing a stake of 5,150 shares — an estimated $585K sold.

Arlington Financial Advisors first reported a position in VRT in Q2 2024 and held it in 3 quarters. The position peaked at $585K in Q4 2024. 1,145 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

  • Arlington Financial Advisors reported no remaining Vertiv position as of Q1 2025 after selling out during the quarter.
  • Arlington Financial Advisors sold 5,150 Vertiv shares in Q1 2025, an estimated $585K.
  • Arlington Financial Advisors first reported a position in Vertiv in Q2 2024 and held it in 3 quarters.
  • Arlington Financial Advisors's Vertiv position peaked at $585K in Q4 2024.
  • 1,145 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on Arlington Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.