Concurrent Investment Advisors’s Vertiv VRT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$920K Buy
7,168
+1,739
+32% +$223K 0.02% 618
2025
Q1
$392K Buy
+5,429
New +$392K 0.01% 813