BEI
VRT icon

Benjamin Edwards Inc’s Vertiv VRT Stock Holding History

Benjamin Edwards Inc’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 		$505K Buy
2,016
+147
+8% +$32.6K 0.01% 998
2025
Q4 		$303K Sell
1,869
-566
-23% -$98.3K ﹤0.01% 1108
2025
Q3 		$367K Sell
2,435
-4,738
-66% -$632K ﹤0.01% 1029
2025
Q2 		$921K Sell
7,173
-585
-8% -$56.9K 0.01% 654
2025
Q1 		$560K Buy
7,758
+5,200
+203% +$553K 0.01% 748
2024
Q4 		$291K Buy
2,558
+448
+21% +$53.2K ﹤0.01% 980
2024
Q3 		$210K Buy
2,110
+1,776
+532% +$147K ﹤0.01% 1051
2024
Q2 		$29K Buy
334
+38
+13% +$3.46K 0.01% 557
2024
Q1 		$24K Buy
+296
New +$18.6K ﹤0.01% 558

Other funds holding VRT

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return