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Impact Partnership Wealth’s Vertiv VRT Stock Holding History

Impact Partnership Wealth’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
-6,750
Closed -$1.02M – 429
2025
Q3 		$1.02M Buy
+6,750
New +$900K 0.15% 92
2024
Q4 		– Sell
-5,939
Closed -$591K – 337
2024
Q3 		$591K Buy
+5,939
New +$492K 0.13% 98

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Impact Partnership Wealth's VRT Position: Q4 2025 in Review

Impact Partnership Wealth sold out of Vertiv (VRT) in Q4 2025, closing a stake of 6,750 shares — an estimated $1.02M sold.

Impact Partnership Wealth first reported a position in VRT in Q3 2024 and held it in 2 quarters. The position peaked at $1.02M in Q3 2025. 1,615 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

  • Impact Partnership Wealth reported no remaining Vertiv position as of Q4 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 6,750 Vertiv shares in Q4 2025, an estimated $1.02M.
  • Impact Partnership Wealth first reported a position in Vertiv in Q3 2024 and held it in 2 quarters.
  • Impact Partnership Wealth's Vertiv position peaked at $1.02M in Q3 2025.
  • 1,615 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on Impact Partnership Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.