FWA
VRT icon

FSM Wealth Advisors’s Vertiv VRT Stock Holding History

FSM Wealth Advisors’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
2026
Q1 		$366K Buy
1,459
+64
+5% +$14.2K 0.05% 206
2025
Q4 		$226K Sell
1,395
-2,843
-67% -$494K 0.03% 285
2025
Q3 		$639K Sell
4,238
-914
-18% -$122K 0.09% 135
2025
Q2 		$651K Buy
5,152
+1,717
+50% +$167K 0.11% 126
2025
Q1 		$248K Buy
+3,435
New +$366K 0.06% 178
2024
Q4 		– Sell
-2,203
Closed -$219K – 207
2024
Q3 		$219K Buy
+2,203
New +$183K 0.06% 174

Other funds holding VRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return