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Corient IA’s Vertiv VRT Stock Holding History

Corient IA’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
-26,000
Closed -$3.34M – 283
2025
Q2 		$3.34M Buy
+26,000
New +$2.53M 1.97% 1

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

Corient IA's VRT Position: Q3 2025 in Review

Corient IA sold out of Vertiv (VRT) in Q3 2025, closing a stake of 26,000 shares — an estimated $3.34M sold.

Corient IA first reported a position in VRT in Q2 2025 and held it in 1 quarter. The position peaked at $3.34M in Q2 2025. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • Corient IA reported no remaining Vertiv position as of Q3 2025 after selling out during the quarter.
  • Corient IA sold 26,000 Vertiv shares in Q3 2025, an estimated $3.34M.
  • Corient IA first reported a position in Vertiv in Q2 2025 and held it in 1 quarter.
  • Corient IA's Vertiv position peaked at $3.34M in Q2 2025.
  • 1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Corient IA's 13F filing for Q3 2025, filed 12 Nov 2025.