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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
Q1 		– Sell
-4,000
Closed -$454K – 2089
2024
Q4 		$454K Buy
+4,000
New +$475K 0.01% 1324

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

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. 1,308 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.
  • 1,308 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.