IA
VRT icon

IAM Advisory’s Vertiv VRT Stock Holding History

IAM Advisory’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
Q2 		$2.07M Buy
6,190
+56
+0.9% +$17.8K 0.4% 44
2026
Q1 		$1.54M Sell
6,134
-88
-1% -$19.5K 0.34% 49
2025
Q4 		$1.01M Buy
6,222
+333
+6% +$57.8K 0.22% 59
2025
Q3 		$888K Buy
5,889
+14
+0.2% +$1.87K 0.2% 64
2025
Q2 		$754K Buy
5,875
+311
+6% +$30.2K 0.18% 64
2025
Q1 		$402K Sell
5,564
-448
-7% -$47.7K 0.1% 78
2024
Q4 		$683K Buy
6,012
+193
+3% +$22.9K 0.17% 69
2024
Q3 		$579K Buy
5,819
+337
+6% +$27.9K 0.15% 72
2024
Q2 		$475K Buy
+5,482
New +$499K 0.13% 74

Other funds holding VRT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return