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Johnson Financial Group Inc (Wisconsin)’s Vertiv VRT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-296
Closed -$44.7K – 1118
2025
Q3 		$44.7K Buy
+296
New +$39.5K ﹤0.01% 620
2025
Q1 		– Sell
-100
Closed -$11.7K – 966
2024
Q4 		$11.7K Buy
+100
New +$11.9K ﹤0.01% 637

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 $3.38T AUM 44.17% 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

Johnson Financial Group Inc (Wisconsin)'s VRT Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Vertiv (VRT) in Q4 2025, closing a stake of 296 shares — an estimated $44.7K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in VRT in Q4 2024 and held it in 2 quarters. The position peaked at $44.7K in Q3 2025. 1,615 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Vertiv position as of Q4 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 296 Vertiv shares in Q4 2025, an estimated $44.7K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Vertiv in Q4 2024 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Vertiv position peaked at $44.7K in Q3 2025.
  • 1,615 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.