FIM
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Freedom Investment Management’s Vertiv VRT Stock Holding History

Freedom Investment Management’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
-4,668
Closed -$599K – 704
2025
Q2 		$599K Buy
4,668
+1,672
+56% +$163K 0.05% 387
2025
Q1 		$216K Sell
2,996
-1,876
-39% -$200K 0.02% 688
2024
Q4 		$554K Sell
4,872
-1,657
-25% -$197K 0.05% 400
2024
Q3 		$650K Sell
6,529
-81
-1% -$6.71K 0.05% 345
2024
Q2 		$572K Buy
6,610
+2,364
+56% +$215K 0.05% 392
2024
Q1 		$347K Buy
+4,246
New +$267K 0.03% 550

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

Freedom Investment Management's VRT Position: Q3 2025 in Review

Freedom Investment Management sold out of Vertiv (VRT) in Q3 2025, closing a stake of 4,668 shares — an estimated $599K sold.

Freedom Investment Management first reported a position in VRT in Q1 2024 and held it in 6 quarters. The position peaked at $650K in Q3 2024. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • Freedom Investment Management reported no remaining Vertiv position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 4,668 Vertiv shares in Q3 2025, an estimated $599K.
  • Freedom Investment Management first reported a position in Vertiv in Q1 2024 and held it in 6 quarters.
  • Freedom Investment Management's Vertiv position peaked at $650K in Q3 2024.
  • 1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.