Freestone Capital Holdings’s Vertiv VRT Stock Holding History

Freestone Capital Holdings’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 Q1	–	Sell	-1,911	Closed	-$217K	–	476
2024 Q4	$217K	Buy	+1,911	New	+$227K	0.01%	413

Other funds holding VRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Freestone Capital Holdings's VRT Position: Q1 2025 in Review

Freestone Capital Holdings sold out of Vertiv (VRT) in Q1 2025, closing a stake of 1,911 shares — an estimated $217K sold.

Freestone Capital Holdings first reported a position in VRT in Q4 2024 and held it in 1 quarter. The position peaked at $217K in Q4 2024. 1,145 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

Freestone Capital Holdings reported no remaining Vertiv position as of Q1 2025 after selling out during the quarter.
Freestone Capital Holdings sold 1,911 Vertiv shares in Q1 2025, an estimated $217K.
Freestone Capital Holdings first reported a position in Vertiv in Q4 2024 and held it in 1 quarter.
Freestone Capital Holdings's Vertiv position peaked at $217K in Q4 2024.
1,145 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on Freestone Capital Holdings's 13F filing for Q1 2025, filed 13 May 2025.