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Estate Counselors’s Vertiv VRT Stock Holding History

Estate Counselors’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
-23,290
Closed -$2.65M – 126
2024
Q4 		$2.65M Hold
23,290
– – 0.28% 42
2024
Q3 		$2.32M Hold
23,290
– – 0.24% 37
2024
Q2 		$2.02M Sell
23,290
-160
-0.7% -$14.6K 0.22% 40
2024
Q1 		$1.92M Buy
+23,450
New +$1.47M 0.22% 47

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Estate Counselors's VRT Position: Q1 2025 in Review

Estate Counselors sold out of Vertiv (VRT) in Q1 2025, closing a stake of 23,290 shares — an estimated $2.65M sold.

Estate Counselors first reported a position in VRT in Q1 2024 and held it in 4 quarters. The position peaked at $2.65M in Q4 2024. 1,145 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

  • Estate Counselors reported no remaining Vertiv position as of Q1 2025 after selling out during the quarter.
  • Estate Counselors sold 23,290 Vertiv shares in Q1 2025, an estimated $2.65M.
  • Estate Counselors first reported a position in Vertiv in Q1 2024 and held it in 4 quarters.
  • Estate Counselors's Vertiv position peaked at $2.65M in Q4 2024.
  • 1,145 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on Estate Counselors's 13F filing for Q1 2025, filed 14 May 2025.