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IronOak Wealth’s Vertiv VRT Stock Holding History

IronOak 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
2024
Q4 		$932K Buy
+8,203
New +$974K 1.04% 35

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IronOak Wealth's VRT Position: Q4 2024 in Review

IronOak Wealth opened a new position in Vertiv (VRT) in Q4 2024: 8,203 shares worth $932K. The stake represents 1.04% of the portfolio and ranks #35 among its holdings.

1,203 funds tracked by Wall St. Rank hold VRT as of Q4 2024.

  • IronOak Wealth held 8,203 shares of Vertiv worth $932K as of Q4 2024.
  • Vertiv was a new IronOak Wealth position in Q4 2024.
  • Vertiv made up 1.04% of IronOak Wealth's portfolio in Q4 2024, its #35 holding.
  • 1,203 funds tracked by Wall St. Rank held Vertiv as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.