Farther Finance Advisors’s Vertiv VRT Stock Holding History

Farther Finance Advisors’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	$3.9M	Buy	15,051 +8,205	+120%	+$1.82M	0.04%	410
2025 Q4	$1.11M	Sell	6,846 -856	-11%	-$149K	0.01%	838
2025 Q3	$1.16M	Buy	7,702 +1,947	+34%	+$260K	0.02%	653
2025 Q2	$739K	Sell	5,755 -132	-2%	-$12.8K	0.01%	727
2025 Q1	$443K	Buy	5,887 +2,257	+62%	+$240K	0.01%	836
2024 Q4	$412K	Sell	3,630 -1,195	-25%	-$142K	0.01%	666
2024 Q3	$480K	Buy	4,825 +916	+23%	+$75.9K	0.02%	603
2024 Q2	$339K	Buy	3,909 +1,800	+85%	+$164K	0.02%	623
2024 Q1	$170K	Buy	2,109 +1,029	+95%	+$64.7K	0.01%	740
2023 Q4	$51.9K	Buy	1,080 +1,034	+2,248%	+$44K	﹤0.01%	1024
2023 Q3	$1.7K	Buy	46 +13	+39%	+$429	﹤0.01%	1917
2023 Q2	$817	Sell	33 -64	-66%	-$1.1K	﹤0.01%	2032
2023 Q1	$1.39K	Buy	+97	New	+$1.42K	﹤0.01%	1759

Other funds holding VRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return