CFA
VRT icon

Cahill Financial Advisors’s Vertiv VRT Stock Holding History

Cahill Financial Advisors’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 		$506K Buy
2,019
+46
+2% +$10.2K 0.05% 176
2025
Q4 		$320K Buy
1,973
+275
+16% +$47.7K 0.04% 234
2025
Q3 		$256K Sell
1,698
-1,544
-48% -$206K 0.03% 257
2025
Q2 		$416K Hold
3,242
– – 0.05% 191
2025
Q1 		$234K Buy
3,242
+90
+3% +$9.58K 0.03% 239
2024
Q4 		$358K Hold
3,152
– – 0.05% 194
2024
Q3 		$314K Sell
3,152
-972
-24% -$80.6K 0.04% 205
2024
Q2 		$357K Hold
4,124
– – 0.05% 196
2024
Q1 		$337K Buy
+4,124
New +$259K 0.05% 205
2023
Q4 		– Sell
-5,680
Closed -$211K – 249
2023
Q3 		$211K Buy
+5,680
New +$187K 0.04% 230

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