Ingalls & Snyder LLC’s Vertiv VRT Stock Holding History

Ingalls & Snyder LLC’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	$412K	Sell	1,643 -979	-37%	-$217K	0.01%	324
2025 Q4	$425K	Sell	2,622 -295	-10%	-$51.2K	0.02%	315
2025 Q3	$440K	Hold	2,917	–	–	0.01%	311
2025 Q2	$375K	Sell	2,917 -30	-1%	-$2.92K	0.01%	327
2025 Q1	$213K	Buy	2,947 +109	+4%	+$11.6K	0.01%	405
2024 Q4	$322K	Sell	2,838 -347	-11%	-$41.2K	0.01%	350
2024 Q3	$317K	Buy	+3,185	New	+$264K	0.01%	358
2024 Q2	–	Sell	-2,732	Closed	-$223K	–	458
2024 Q1	$223K	Sell	2,732 -2,571	-48%	-$162K	0.01%	395
2023 Q4	$255K	Buy	+5,303	New	+$226K	0.01%	370
2023 Q1	–	Sell	-11,510	Closed	-$157K	–	451
2022 Q4	$157K	Buy	11,510 +1,211	+12%	+$16.1K	0.01%	406
2022 Q3	$100K	Hold	10,299	–	–	0.01%	410
2022 Q2	$85K	Hold	10,299	–	–	﹤0.01%	429
2022 Q1	$144K	Buy	10,299 +1,613	+19%	+$28.7K	0.01%	443
2021 Q4	$217K	Hold	8,686	–	–	0.01%	436
2021 Q3	$209K	Sell	8,686 -465	-5%	-$12.4K	0.01%	433
2021 Q2	$250K	Sell	9,151 -922	-9%	-$22K	0.01%	410
2021 Q1	$201K	Buy	+10,073	New	+$203K	0.01%	416

Other funds holding VRT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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