AI
VRT icon

AXS Investments’s Vertiv VRT Stock Holding History

AXS Investments’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 		$3.13M Hold
12,500
– – 1.26% 18
2025
Q4 		$2.03M Hold
12,500
– – 0.7% 34
2025
Q3 		$1.89M Hold
12,500
– – 0.59% 37
2025
Q2 		$1.61M Hold
12,500
– – 0.66% 51
2025
Q1 		$903K Sell
12,500
-10,802
-46% -$1.15M 0.25% 160
2024
Q4 		$2.65M Buy
23,302
+10,802
+86% +$1.28M 0.74% 25
2024
Q3 		$1.24M Hold
12,500
– – 0.33% 164
2024
Q2 		$1.08M Sell
12,500
-500
-4% -$45.5K 0.3% 155
2024
Q1 		$1.06M Sell
13,000
-4,000
-24% -$251K 0.25% 158
2023
Q4 		$817K Buy
17,000
+2,300
+16% +$97.9K 0.2% 172
2023
Q3 		$547K Buy
+14,700
New +$485K 0.14% 207

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return