Guerra Advisors’s Vertiv VRT Stock Holding History

Guerra 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 Q3	$15.5K	Buy	+103	New	+$13.7K	0.01%	259

Other funds holding VRT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Guerra Advisors's VRT Position: Q3 2025 in Review

Guerra Advisors opened a new position in Vertiv (VRT) in Q3 2025: 103 shares worth $15.5K. The stake represents 0.01% of the portfolio and ranks #259 among its holdings.

1,436 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

Guerra Advisors held 103 shares of Vertiv worth $15.5K as of Q3 2025.
Vertiv was a new Guerra Advisors position in Q3 2025.
Vertiv made up 0.01% of Guerra Advisors's portfolio in Q3 2025, its #259 holding.
1,436 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.