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Capital Advisors Wealth Management’s Vertiv VRT Stock Holding History

Capital Advisors Wealth Management’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
Q1 		– Sell
-1,837
Closed -$209K – 188
2024
Q4 		$209K Buy
+1,837
New +$218K 0.04% 170

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital Advisors Wealth Management's VRT Position: Q1 2025 in Review

Capital Advisors Wealth Management sold out of Vertiv (VRT) in Q1 2025, closing a stake of 1,837 shares — an estimated $209K sold.

Capital Advisors Wealth Management first reported a position in VRT in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 1,145 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

  • Capital Advisors Wealth Management reported no remaining Vertiv position as of Q1 2025 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 1,837 Vertiv shares in Q1 2025, an estimated $209K.
  • Capital Advisors Wealth Management first reported a position in Vertiv in Q4 2024 and held it in 1 quarter.
  • Capital Advisors Wealth Management's Vertiv position peaked at $209K in Q4 2024.
  • 1,145 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.