CIBC Private Wealth Group
VRT icon

CIBC Private Wealth Group’s Vertiv VRT Stock Holding History

CIBC Private Wealth 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
Q4 		$55.8M Sell
344,587
-20,169
-6% -$3.5M 0.09% 174
2025
Q3 		$55M Buy
364,756
+142,518
+64% +$19M 0.09% 187
2025
Q2 		$28.5M Sell
222,238
-4,245
-2% -$413K 0.05% 248
2025
Q1 		$14.2M Sell
226,483
-619,988
-73% -$66M 0.03% 295
2024
Q4 		$109M Buy
846,471
+838,472
+10,482% +$99.6M 0.2% 111
2024
Q3 		$796K Sell
7,999
-10,395
-57% -$862K ﹤0.01% 742
2024
Q2 		$1.7M Sell
18,394
-2,946
-14% -$268K ﹤0.01% 568
2024
Q1 		$1.72M Sell
21,340
-49,867
-70% -$3.13M ﹤0.01% 567
2023
Q4 		$3.42M Buy
71,207
+46,384
+187% +$1.98M 0.01% 434
2023
Q3 		$923K Buy
+24,823
New +$818K ﹤0.01% 624
2022
Q3 		– Sell
-1,575
Closed -$13K – 1201
2022
Q2 		$13K Buy
1,575
+395
+33% +$4.47K ﹤0.01% 1054
2022
Q1 		$17K Buy
+1,180
New +$21K ﹤0.01% 1116
2021
Q1 		– Sell
-21,590
Closed -$403K – 1055
2020
Q4 		$403K Buy
+21,590
New +$397K ﹤0.01% 814

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CIBC Private Wealth Group's VRT Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Vertiv (VRT) stake by 5.5% in Q4 2025, selling an estimated $3.5M and leaving 344,587 shares worth $55.8M. The position accounts for 0.09% of the portfolio, ranked #174.

CIBC Private Wealth Group first reported a position in VRT in Q4 2020 and has held it in 13 quarters since. The position peaked at $109M in Q4 2024. 1,610 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

  • CIBC Private Wealth Group held 344,587 shares of Vertiv worth $55.8M as of Q4 2025.
  • CIBC Private Wealth Group sold 20,169 Vertiv shares in Q4 2025, an estimated $3.5M.
  • Vertiv made up 0.09% of CIBC Private Wealth Group's portfolio in Q4 2025, its #174 holding.
  • CIBC Private Wealth Group first reported a position in Vertiv in Q4 2020 and has held it in 13 quarters since.
  • CIBC Private Wealth Group's Vertiv position peaked at $109M in Q4 2024.
  • 1,610 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.