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Coppell Advisory Solutions’s Vertiv VRT Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-649
Closed -$75.4K – 1834
2024
Q4 		$75.4K Buy
649
+88
+16% +$10.4K 0.01% 484
2024
Q3 		$55.2K Hold
561
– – 0.01% 523
2024
Q2 		$48.6K Buy
+561
New +$51.1K 0.01% 503
2023
Q4 		$62.7K Buy
+1,306
New +$55.6K 0.01% 447

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Coppell Advisory Solutions's VRT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Vertiv (VRT) in Q1 2025, closing a stake of 649 shares — an estimated $75.4K sold.

Coppell Advisory Solutions first reported a position in VRT in Q4 2023 and held it in 4 quarters. The position peaked at $75.4K in Q4 2024. 1,149 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Vertiv position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 649 Vertiv shares in Q1 2025, an estimated $75.4K.
  • Coppell Advisory Solutions first reported a position in Vertiv in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Vertiv position peaked at $75.4K in Q4 2024.
  • 1,149 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.