Heartwood Wealth Advisors’s Vertiv VRT Stock Holding History

Heartwood Wealth 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 Q4	–	Sell	-38	Closed	-$5.73K	–	587
2025 Q3	$5.73K	Buy	+38	New	+$5.07K	﹤0.01%	411

Other funds holding VRT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's VRT Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Vertiv (VRT) in Q4 2025, closing a stake of 38 shares — an estimated $5.73K sold.

Heartwood Wealth Advisors first reported a position in VRT in Q3 2025 and held it in 1 quarter. The position peaked at $5.73K in Q3 2025. 1,615 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Vertiv position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 38 Vertiv shares in Q4 2025, an estimated $5.73K.
Heartwood Wealth Advisors first reported a position in Vertiv in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Vertiv position peaked at $5.73K in Q3 2025.
1,615 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.