HWM
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Hemington Wealth Management’s Vertiv VRT Stock Holding History

Hemington Wealth Management’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 		$29K Buy
194
+29
+18% +$3.87K ﹤0.01% 518
2025
Q2 		$21K Buy
165
+33
+25% +$3.21K ﹤0.01% 619
2025
Q1 		$9K Buy
132
+16
+14% +$1.7K ﹤0.01% 864
2024
Q4 		$13K Buy
116
+56
+93% +$6.65K ﹤0.01% 686
2024
Q3 		$6K Buy
+60
New +$4.97K ﹤0.01% 905

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

Hemington Wealth Management's VRT Position: Q3 2025 in Review

Hemington Wealth Management increased its Vertiv (VRT) stake by 18% in Q3 2025, buying an estimated $3.87K and bringing the position to 194 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Hemington Wealth Management first reported a position in VRT in Q3 2024 and has held it in 5 quarters since. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • Hemington Wealth Management held 194 shares of Vertiv worth $29K as of Q3 2025.
  • Hemington Wealth Management bought 29 Vertiv shares in Q3 2025, an estimated $3.87K.
  • Vertiv made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #518 holding.
  • Hemington Wealth Management first reported a position in Vertiv in Q3 2024 and has held it in 5 quarters since.
  • 1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.