Focus Financial Network’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$748K Buy
5,829
+627
+12% +$80.5K 0.03% 346
2025
Q1
$376K Buy
5,202
+1,910
+58% +$138K 0.02% 487
2024
Q4
$374K Buy
3,292
+138
+4% +$15.7K 0.01% 489
2024
Q3
$314K Buy
+3,154
New +$314K 0.01% 534