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Goldstein Advisors’s Vertiv VRT Stock Holding History

Goldstein 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
2025
Q4 		– Sell
-1,578
Closed -$238K – 233
2025
Q3 		$238K Sell
1,578
-935
-37% -$125K 0.03% 179
2025
Q2 		$323K Buy
+2,513
New +$244K 0.04% 124
2025
Q1 		– Sell
-2,175
Closed -$247K – 213
2024
Q4 		$247K Buy
2,175
+148
+7% +$17.6K 0.04% 157
2024
Q3 		$202K Buy
+2,027
New +$168K 0.03% 176

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Goldstein Advisors's VRT Position: Q4 2025 in Review

Goldstein Advisors sold out of Vertiv (VRT) in Q4 2025, closing a stake of 1,578 shares — an estimated $238K sold.

Goldstein Advisors first reported a position in VRT in Q3 2024 and held it in 4 quarters. The position peaked at $323K in Q2 2025. 1,614 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

  • Goldstein Advisors reported no remaining Vertiv position as of Q4 2025 after selling out during the quarter.
  • Goldstein Advisors sold 1,578 Vertiv shares in Q4 2025, an estimated $238K.
  • Goldstein Advisors first reported a position in Vertiv in Q3 2024 and held it in 4 quarters.
  • Goldstein Advisors's Vertiv position peaked at $323K in Q2 2025.
  • 1,614 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on Goldstein Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.