Harbour Investments’s Vertiv VRT Stock Holding History

Harbour Investments’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
2026 Q1	$1.06M	Sell	4,220 -2,091	-33%	-$464K	0.02%	740
2025 Q4	$1.02M	Buy	6,311 +1,757	+39%	+$305K	0.02%	600
2025 Q3	$687K	Buy	4,554 +178	+4%	+$23.7K	0.02%	695
2025 Q2	$562K	Buy	4,376 +2,138	+96%	+$208K	0.01%	732
2025 Q1	$162K	Buy	2,238 +1,267	+130%	+$135K	﹤0.01%	1204
2024 Q4	$110K	Buy	971 +41	+4%	+$4.87K	﹤0.01%	1320
2024 Q3	$92.5K	Buy	930 +88	+10%	+$7.29K	﹤0.01%	1363
2024 Q2	$72.9K	Buy	842 +553	+191%	+$50.3K	﹤0.01%	1380
2024 Q1	$23.6K	Buy	289 +212	+275%	+$13.3K	﹤0.01%	1882
2023 Q4	$3.7K	Buy	77 +61	+381%	+$2.6K	﹤0.01%	2525
2023 Q3	$595	Sell	16 -14	-47%	-$462	﹤0.01%	2785
2023 Q2	$743	Sell	30 -32	-52%	-$549	﹤0.01%	2748
2023 Q1	$887	Hold	62	–	–	﹤0.01%	2708
2022 Q4	$847	Hold	62	–	–	﹤0.01%	2719
2022 Q3	$1K	Hold	62	–	–	﹤0.01%	2674
2022 Q2	$1K	Buy	+62	New	+$702	﹤0.01%	2674
2021 Q4	–	Sell	-62	Closed	-$1K	–	3708
2021 Q3	$1K	Buy	+62	New	+$1.65K	﹤0.01%	3618

Other funds holding VRT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return