GIM
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Grassi Investment Management’s Vertiv VRT Stock Holding History

Grassi Investment 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
Q2 		$6.61M Buy
51,435
+3,535
+7% +$344K 0.53% 44
2025
Q1 		$3.46M Buy
47,900
+35,750
+294% +$3.81M 0.32% 56
2024
Q4 		$1.38M Buy
+12,150
New +$1.44M 0.12% 65

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Grassi Investment Management's VRT Position: Q2 2025 in Review

Grassi Investment Management increased its Vertiv (VRT) stake by 7.4% in Q2 2025, buying an estimated $344K and bringing the position to 51,435 shares worth $6.61M. The position accounts for 0.53% of the portfolio, ranked #44.

Grassi Investment Management first reported a position in VRT in Q4 2024 and has held it in 3 quarters since. 1,307 funds tracked by Wall St. Rank hold VRT as of Q2 2025.

  • Grassi Investment Management held 51,435 shares of Vertiv worth $6.61M as of Q2 2025.
  • Grassi Investment Management bought 3,535 Vertiv shares in Q2 2025, an estimated $344K.
  • Vertiv made up 0.53% of Grassi Investment Management's portfolio in Q2 2025, its #44 holding.
  • Grassi Investment Management first reported a position in Vertiv in Q4 2024 and has held it in 3 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Vertiv as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.