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Atria Wealth Solutions’s Vertiv VRT Stock Holding History

Atria Wealth Solutions’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 		$2.31M Sell
17,973
-9,880
-35% -$961K 0.05% 382
2025
Q1 		$2.01M Sell
27,853
-1,905
-6% -$203K 0.02% 629
2024
Q4 		$3.38M Sell
29,758
-9,235
-24% -$1.1M 0.04% 470
2024
Q3 		$3.88M Buy
38,993
+14,962
+62% +$1.24M 0.04% 410
2024
Q2 		$2.08M Sell
24,031
-3,111
-11% -$283K 0.02% 613
2024
Q1 		$2.22M Buy
27,142
+9,085
+50% +$571K 0.03% 597
2023
Q4 		$867K Buy
+18,057
New +$769K 0.01% 929

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Atria Wealth Solutions's VRT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vertiv (VRT) stake by 35% in Q2 2025, selling an estimated $961K and leaving 17,973 shares worth $2.31M. The position accounts for 0.05% of the portfolio, ranked #382.

Atria Wealth Solutions first reported a position in VRT in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.88M in Q3 2024. 1,310 funds tracked by Wall St. Rank hold VRT as of Q2 2025.

  • Atria Wealth Solutions held 17,973 shares of Vertiv worth $2.31M as of Q2 2025.
  • Atria Wealth Solutions sold 9,880 Vertiv shares in Q2 2025, an estimated $961K.
  • Vertiv made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #382 holding.
  • Atria Wealth Solutions first reported a position in Vertiv in Q4 2023 and has held it in 7 quarters since.
  • Atria Wealth Solutions's Vertiv position peaked at $3.88M in Q3 2024.
  • 1,310 funds tracked by Wall St. Rank held Vertiv as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.