BHWM
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Bay Harbor Wealth Management’s Vertiv VRT Stock Holding History

Bay Harbor Wealth Management’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$147K Buy
1,148
+55
+5% +$7.06K 0.04% 60
2025
Q1 		$78.9K Buy
+1,093
New +$78.9K 0.03% 87