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FineMark National Bank & Trust’s Vertiv VRT Stock Holding History

FineMark National Bank & Trust’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
Q4 		$584K Sell
3,607
-40
-1% -$6.95K 0.02% 288
2025
Q3 		$550K Sell
3,647
-74
-2% -$9.87K 0.02% 298
2025
Q2 		$478K Sell
3,721
-309
-8% -$30K 0.02% 302
2025
Q1 		$291K Buy
4,030
+1,390
+53% +$148K 0.01% 362
2024
Q4 		$300K Buy
+2,640
New +$313K 0.01% 349

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FineMark National Bank & Trust's VRT Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its Vertiv (VRT) stake by 1.1% in Q4 2025, selling an estimated $6.95K and leaving 3,607 shares worth $584K. The position accounts for 0.02% of the portfolio, ranked #288.

FineMark National Bank & Trust first reported a position in VRT in Q4 2024 and has held it in 5 quarters since. 1,610 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

  • FineMark National Bank & Trust held 3,607 shares of Vertiv worth $584K as of Q4 2025.
  • FineMark National Bank & Trust sold 40 Vertiv shares in Q4 2025, an estimated $6.95K.
  • Vertiv made up 0.02% of FineMark National Bank & Trust's portfolio in Q4 2025, its #288 holding.
  • FineMark National Bank & Trust first reported a position in Vertiv in Q4 2024 and has held it in 5 quarters since.
  • 1,610 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.