Garde Capital’s Vertiv VRT Stock Holding History

Garde Capital’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	-298	Closed	-$38.3K	–	793
2025 Q2	$38.3K	Buy	298 +283	+1,887%	+$27.5K	﹤0.01%	376
2025 Q1	$1.08K	Buy	+15	New	+$1.6K	﹤0.01%	660

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Garde Capital's VRT Position: Q3 2025 in Review

Garde Capital sold out of Vertiv (VRT) in Q3 2025, closing a stake of 298 shares — an estimated $38.3K sold.

Garde Capital first reported a position in VRT in Q1 2025 and held it in 2 quarters. The position peaked at $38.3K in Q2 2025. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

Garde Capital reported no remaining Vertiv position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 298 Vertiv shares in Q3 2025, an estimated $38.3K.
Garde Capital first reported a position in Vertiv in Q1 2025 and held it in 2 quarters.
Garde Capital's Vertiv position peaked at $38.3K in Q2 2025.
1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.