Iron Horse Wealth Management’s Vertiv VRT Stock Holding History

Iron Horse 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 Q2	–	Sell	-3	Closed	-$217	–	644
2025 Q1	$217	Buy	+3	New	+$319	﹤0.01%	577

Other funds holding VRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Iron Horse Wealth Management's VRT Position: Q2 2025 in Review

Iron Horse Wealth Management sold out of Vertiv (VRT) in Q2 2025, closing a stake of 3 shares — an estimated $217 sold.

Iron Horse Wealth Management first reported a position in VRT in Q1 2025 and held it in 1 quarter. The position peaked at $217 in Q1 2025. 1,307 funds tracked by Wall St. Rank hold VRT as of Q2 2025.

Iron Horse Wealth Management reported no remaining Vertiv position as of Q2 2025 after selling out during the quarter.
Iron Horse Wealth Management sold 3 Vertiv shares in Q2 2025, an estimated $217.
Iron Horse Wealth Management first reported a position in Vertiv in Q1 2025 and held it in 1 quarter.
Iron Horse Wealth Management's Vertiv position peaked at $217 in Q1 2025.
1,307 funds tracked by Wall St. Rank held Vertiv as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.