FWM
VRT icon

FSA Wealth Management’s Vertiv VRT Stock Holding History

FSA Wealth 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 		$12.5K Hold
83
– – ﹤0.01% 286
2025
Q2 		$10.7K Hold
83
– – ﹤0.01% 285
2025
Q1 		$5.99K Hold
83
– – ﹤0.01% 336
2024
Q4 		$9.43K Hold
83
– – ﹤0.01% 300
2024
Q3 		$8.26K Buy
+83
New +$6.88K ﹤0.01% 331
2024
Q1 		$6.78K Hold
83
– – ﹤0.01% 395
2023
Q4 		$4K Buy
+83
New +$3.53K ﹤0.01% 473

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

FSA Wealth Management's VRT Position: Q3 2025 in Review

FSA Wealth Management held its Vertiv (VRT) position steady in Q3 2025 at 83 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

FSA Wealth Management first reported a position in VRT in Q4 2023 and has held it in 7 quarters since. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • FSA Wealth Management held 83 shares of Vertiv worth $12.5K as of Q3 2025.
  • FSA Wealth Management left its Vertiv share count unchanged in Q3 2025.
  • Vertiv made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #286 holding.
  • FSA Wealth Management first reported a position in Vertiv in Q4 2023 and has held it in 7 quarters since.
  • 1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.