Global Retirement Partners’s Vertiv VRT Stock Holding History

Global Retirement Partners’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 Q4	$3.99M	Buy	24,629 +6,998	+40%	+$1.21M	0.07%	253
2025 Q3	$2.66M	Buy	17,631 +3,629	+26%	+$484K	0.06%	293
2025 Q2	$1.8M	Buy	+14,002	New	+$1.36M	0.04%	364
2024 Q4	$2.02M	Buy	17,820 +2,193	+14%	+$260K	0.06%	298
2024 Q3	$1.55M	Buy	15,627 +13,478	+627%	+$1.12M	0.05%	343
2024 Q2	$186K	Buy	2,149 +1,363	+173%	+$124K	0.01%	914
2024 Q1	$64.2K	Sell	786 -8	-1%	-$503	﹤0.01%	1290
2023 Q4	$39.7K	Sell	794 -794	-50%	-$33.8K	﹤0.01%	1467
2023 Q3	$60.6K	Buy	1,588 +366	+30%	+$12.1K	﹤0.01%	1177
2023 Q2	$30.3K	Sell	1,222 -689	-36%	-$11.8K	﹤0.01%	1493
2023 Q1	$28.5K	Sell	1,911 -19	-1%	-$279	﹤0.01%	1493
2022 Q4	$26.4K	Sell	1,930 -864	-31%	-$11.5K	﹤0.01%	1366
2022 Q3	$40K	Buy	2,794 +157	+6%	+$1.76K	﹤0.01%	1115
2022 Q2	$22K	Hold	2,637	–	–	﹤0.01%	1328
2022 Q1	$27K	Buy	+2,637	New	+$46.9K	﹤0.01%	1241
2021 Q4	–	Sell	-2,825	Closed	-$68K	–	1773
2021 Q3	$68K	Hold	2,825	–	–	0.01%	760
2021 Q2	$77K	Buy	2,825 +71	+3%	+$1.7K	0.01%	711
2021 Q1	$55K	Buy	2,754 +849	+45%	+$17.1K	0.01%	756
2020 Q4	$36K	Hold	1,905	–	–	﹤0.01%	842
2020 Q3	$33K	Buy	+1,905	New	+$29.8K	﹤0.01%	760

Other funds holding VRT

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

BlackRock New York $5.7T 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 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

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM