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Gries Financial’s Vertiv VRT Stock Holding History

Gries Financial’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 		$339K Sell
2,246
-956
-30% -$128K 0.05% 217
2025
Q2 		$411K Sell
3,202
-229
-7% -$22.3K 0.07% 186
2025
Q1 		$248K Sell
3,431
-7
-0.2% -$745 0.05% 234
2024
Q4 		$391K Sell
3,438
-577
-14% -$68.5K 0.07% 182
2024
Q3 		$399K Sell
4,015
-252
-6% -$20.9K 0.07% 178
2024
Q2 		$369K Buy
4,267
+22
+0.5% +$2K 0.08% 167
2024
Q1 		$347K Sell
4,245
-666
-14% -$41.8K 0.06% 207
2023
Q4 		$236K Buy
+4,911
New +$209K 0.05% 191

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

Gries Financial's VRT Position: Q3 2025 in Review

Gries Financial reduced its Vertiv (VRT) stake by 30% in Q3 2025, selling an estimated $128K and leaving 2,246 shares worth $339K. The position accounts for 0.05% of the portfolio, ranked #217.

Gries Financial first reported a position in VRT in Q4 2023 and has held it in 8 quarters since. The position peaked at $411K in Q2 2025. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • Gries Financial held 2,246 shares of Vertiv worth $339K as of Q3 2025.
  • Gries Financial sold 956 Vertiv shares in Q3 2025, an estimated $128K.
  • Vertiv made up 0.05% of Gries Financial's portfolio in Q3 2025, its #217 holding.
  • Gries Financial first reported a position in Vertiv in Q4 2023 and has held it in 8 quarters since.
  • Gries Financial's Vertiv position peaked at $411K in Q2 2025.
  • 1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.