CFD
VRT icon

Creative Financial Designs’s Vertiv VRT Stock Holding History

Creative Financial Designs’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
2026
Q1 		$506K Sell
2,021
-106
-5% -$23.5K 0.03% 333
2025
Q4 		$345K Buy
2,127
+300
+16% +$52.1K 0.02% 379
2025
Q3 		$276K Buy
1,827
+21
+1% +$2.8K 0.02% 417
2025
Q2 		$232K Buy
1,806
+165
+10% +$16K 0.02% 451
2025
Q1 		$118K Sell
1,641
-1,669
-50% -$178K 0.01% 570
2024
Q4 		$376K Buy
3,310
+870
+36% +$103K 0.03% 327
2024
Q3 		$243K Sell
2,440
-1,350
-36% -$112K 0.02% 403
2024
Q2 		$328K Buy
3,790
+3,365
+792% +$306K 0.03% 338
2024
Q1 		$34.7K Buy
425
+225
+113% +$14.1K ﹤0.01% 826
2023
Q4 		$9.61K Buy
+200
New +$8.52K ﹤0.01% 1103

Other funds holding VRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return