Cary Street Partners Investment Advisory’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Buy
2,253
+517
+30% +$66.4K 0.14% 164
2025
Q1
$125K Buy
+1,736
New +$125K 0.07% 275