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Bard Financial Services’s Vertiv VRT Stock Holding History

Bard Financial Services’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
Q3 		$3.06M Sell
20,300
-375
-2% -$50K 0.34% 73
2025
Q2 		$2.65M Hold
20,675
– – 0.32% 76
2025
Q1 		$1.49M Hold
20,675
– – 0.18% 96
2024
Q4 		$2.35M Sell
20,675
-500
-2% -$59.4K 0.28% 77
2024
Q3 		$2.11M Sell
21,175
-1,250
-6% -$104K 0.25% 83
2024
Q2 		$1.94M Sell
22,425
-250
-1% -$22.8K 0.2% 88
2024
Q1 		$1.85M Buy
22,675
+250
+1% +$15.7K 0.2% 96
2023
Q4 		$1.08M Hold
22,425
– – 0.12% 113
2023
Q3 		$834K Sell
22,425
-500
-2% -$16.5K 0.1% 121
2023
Q2 		$568K Sell
22,925
-1,250
-5% -$21.5K 0.04% 202
2023
Q1 		$346K Sell
24,175
-2,750
-10% -$40.4K 0.03% 246
2022
Q4 		$368K Sell
26,925
-2,750
-9% -$36.7K 0.03% 232
2022
Q3 		$288K Sell
29,675
-2,625
-8% -$29.5K 0.03% 239
2022
Q2 		$266K Sell
32,300
-3,750
-10% -$42.4K 0.02% 243
2022
Q1 		$505K Buy
36,050
+5,000
+16% +$88.9K 0.04% 191
2021
Q4 		$775K Sell
31,050
-2,750
-8% -$68.8K 0.06% 166
2021
Q3 		$814K Buy
33,800
+1,800
+6% +$47.8K 0.07% 156
2021
Q2 		$874K Buy
32,000
+9,750
+44% +$233K 0.08% 154
2021
Q1 		$445K Buy
22,250
+11,175
+101% +$226K 0.04% 184
2020
Q4 		$207K Buy
+11,075
New +$204K 0.02% 247

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bard Financial Services's VRT Position: Q3 2025 in Review

Bard Financial Services reduced its Vertiv (VRT) stake by 1.8% in Q3 2025, selling an estimated $50K and leaving 20,300 shares worth $3.06M. The position accounts for 0.34% of the portfolio, ranked #73.

Bard Financial Services first reported a position in VRT in Q4 2020 and has held it in 20 quarters since. 1,437 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • Bard Financial Services held 20,300 shares of Vertiv worth $3.06M as of Q3 2025.
  • Bard Financial Services sold 375 Vertiv shares in Q3 2025, an estimated $50K.
  • Vertiv made up 0.34% of Bard Financial Services's portfolio in Q3 2025, its #73 holding.
  • Bard Financial Services first reported a position in Vertiv in Q4 2020 and has held it in 20 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.