HWA
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HCR Wealth Advisors’s Vertiv VRT Stock Holding History

HCR Wealth Advisors’s Portfolio VRT Stock Details VRT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.98M Buy
30,958
+6,357
+26% +$816K 0.47% 38
2025
Q1 		$1.78M Buy
24,601
+22,184
+918% +$1.6M 0.23% 67
2024
Q4 		$275K Buy
+2,417
New +$275K 0.03% 189