DiNuzzo Private Wealth’s Vertiv VRT Stock Holding History

DiNuzzo Private Wealth’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 Q2	$11.4K	Buy	34 +2	+6%	+$634	﹤0.01%	267
2026 Q1	$8.02K	Sell	32 -11	-26%	-$2.44K	﹤0.01%	303
2025 Q4	$6.97K	Sell	43 -224	-84%	-$38.9K	﹤0.01%	326
2025 Q3	$34.1K	Buy	267 +3	+1%	+$400	﹤0.01%	145
2025 Q2	$33.9K	Buy	264 +234	+780%	+$22.8K	﹤0.01%	147
2025 Q1	$2.17K	Sell	30 -3	-9%	-$319	﹤0.01%	570
2024 Q4	$3.75K	Buy	33 +5	+18%	+$594	﹤0.01%	414
2024 Q3	$2.79K	Hold	28	–	–	﹤0.01%	501
2024 Q2	$2.42K	Buy	28 +8	+40%	+$728	﹤0.01%	450
2024 Q1	$1.63K	Hold	20	–	–	﹤0.01%	549
2023 Q4	$961	Buy	+20	New	+$852	﹤0.01%	719

Other funds holding VRT

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return