Congress Asset Management’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.18M Sell
2025
Q2
$1.11M Sell
2025
Q1
$630K Sell
2024
Q4
$1.02M Hold
2024
Q3
$895K Hold
2024
Q2
$779K Hold
2024
Q1
$735K Hold
2023
Q4
$432K Hold
2023
Q3
$335K Buy