GWM
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Gitterman Wealth Management’s Vertiv VRT Stock Holding History

Gitterman 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 		– Sell
-1,938
Closed -$249K – 326
2025
Q2 		$249K Buy
+1,938
New +$188K 0.06% 106
2025
Q1 		– Sell
-1,833
Closed -$208K – 160
2024
Q4 		$208K Buy
+1,833
New +$218K 0.09% 113

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

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

Gitterman Wealth Management sold out of Vertiv (VRT) in Q3 2025, closing a stake of 1,938 shares — an estimated $249K sold.

Gitterman Wealth Management first reported a position in VRT in Q4 2024 and held it in 2 quarters. The position peaked at $249K in Q2 2025. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Vertiv position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 1,938 Vertiv shares in Q3 2025, an estimated $249K.
  • Gitterman Wealth Management first reported a position in Vertiv in Q4 2024 and held it in 2 quarters.
  • Gitterman Wealth Management's Vertiv position peaked at $249K in Q2 2025.
  • 1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.