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Financial Sense Advisors’s Vertiv VRT Stock Holding History

Financial Sense 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
2025
Q3 		– Sell
-2,000
Closed -$257K – 183
2025
Q2 		$257K Buy
+2,000
New +$194K 0.06% 125
2024
Q4 		– Sell
-4,802
Closed -$478K – 135
2024
Q3 		$478K Buy
+4,802
New +$398K 0.13% 85

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Sense Advisors's VRT Position: Q3 2025 in Review

Financial Sense Advisors sold out of Vertiv (VRT) in Q3 2025, closing a stake of 2,000 shares — an estimated $257K sold.

Financial Sense Advisors first reported a position in VRT in Q3 2024 and held it in 2 quarters. The position peaked at $478K in Q3 2024. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • Financial Sense Advisors reported no remaining Vertiv position as of Q3 2025 after selling out during the quarter.
  • Financial Sense Advisors sold 2,000 Vertiv shares in Q3 2025, an estimated $257K.
  • Financial Sense Advisors first reported a position in Vertiv in Q3 2024 and held it in 2 quarters.
  • Financial Sense Advisors's Vertiv position peaked at $478K in Q3 2024.
  • 1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Financial Sense Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.