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Chung Wu Investment Group’s Vertiv VRT Stock Holding History

Chung Wu Investment Group’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
Q3 		– Sell
-2,690
Closed -$345K – 290
2025
Q2 		$345K Buy
+2,690
New +$262K 0.36% 57

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Chung Wu Investment Group's VRT Position: Q3 2025 in Review

Chung Wu Investment Group sold out of Vertiv (VRT) in Q3 2025, closing a stake of 2,690 shares — an estimated $345K sold.

Chung Wu Investment Group first reported a position in VRT in Q2 2025 and held it in 1 quarter. The position peaked at $345K in Q2 2025. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • Chung Wu Investment Group reported no remaining Vertiv position as of Q3 2025 after selling out during the quarter.
  • Chung Wu Investment Group sold 2,690 Vertiv shares in Q3 2025, an estimated $345K.
  • Chung Wu Investment Group first reported a position in Vertiv in Q2 2025 and held it in 1 quarter.
  • Chung Wu Investment Group's Vertiv position peaked at $345K in Q2 2025.
  • 1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Chung Wu Investment Group's 13F filing for Q3 2025, filed 4 Nov 2025.