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Greenberg Financial Group’s Vertiv VRT Stock Holding History

Greenberg Financial Group’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 		$893K Buy
+5,515
New +$958K 0.37% 41
2025
Q2 		$998K Sell
2,981
-933
-24% -$90.7K 0.37% 46
2025
Q1 		$981K Buy
+3,914
New +$417K 0.4% 43

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 $1.37T AUM 24.88% 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 $1.61T 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Greenberg Financial Group's VRT Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Vertiv (VRT) in Q4 2025: 5,515 shares worth $893K. The stake represents 0.37% of the portfolio and ranks #41 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in VRT as recently as Q2 2025.

Greenberg Financial Group first reported a position in VRT in Q1 2025 and has held it in 3 quarters since. The position peaked at $998K in Q2 2025. 1,613 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

  • Greenberg Financial Group held 5,515 shares of Vertiv worth $893K as of Q4 2025.
  • Vertiv was a new Greenberg Financial Group position in Q4 2025.
  • Vertiv made up 0.37% of Greenberg Financial Group's portfolio in Q4 2025, its #41 holding.
  • Greenberg Financial Group first reported a position in Vertiv in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Vertiv position peaked at $998K in Q2 2025.
  • 1,613 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.