IWP
VRT icon

IAG Wealth Partners’s Vertiv VRT Stock Holding History

IAG Wealth Partners’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 		$16.8K Hold
67
– – ﹤0.01% 324
2025
Q4 		$10.9K Hold
67
– – ﹤0.01% 354
2025
Q3 		$10.1K Hold
67
– – ﹤0.01% 374
2025
Q2 		$8.6K Hold
67
– – ﹤0.01% 360
2025
Q1 		$4.84K Hold
67
– – ﹤0.01% 406
2024
Q4 		$7.61K Hold
67
– – ﹤0.01% 377
2024
Q3 		$6.67K Hold
67
– – ﹤0.01% 383
2024
Q2 		$5.8K Buy
+67
New +$6.1K ﹤0.01% 385

Other funds holding VRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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