CWP
VRT icon

Cyndeo Wealth Partners’s Vertiv VRT Stock Holding History

Cyndeo Wealth Partners’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 		$530K Sell
2,114
-181
-8% -$40.2K 0.03% 313
2025
Q4 		$372K Sell
2,295
-534
-19% -$92.7K 0.02% 371
2025
Q3 		$427K Buy
2,829
+22
+0.8% +$2.94K 0.02% 330
2025
Q2 		$360K Buy
+2,807
New +$273K 0.02% 351
2024
Q3 		– Sell
-37,238
Closed -$3.22M – 463
2024
Q2 		$3.22M Sell
37,238
-1,288
-3% -$117K 0.25% 115
2024
Q1 		$3.15M Buy
38,526
+815
+2% +$51.2K 0.26% 110
2023
Q4 		$1.81M Sell
37,711
-605
-2% -$25.8K 0.17% 148
2023
Q3 		$1.43M Buy
+38,316
New +$1.26M 0.15% 152

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