Kovitz Investment Group Partners
VRT icon

Kovitz Investment Group Partners’s Vertiv VRT Stock Holding History

Kovitz Investment Group Partners’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
-2,578
Closed -$389K – 1309
2025
Q3 		$389K Sell
2,578
-1,189
-32% -$159K ﹤0.01% 1117
2025
Q2 		$484K Buy
+3,767
New +$366K ﹤0.01% 982
2025
Q1 		– Sell
-4,038
Closed -$459K – 1321
2024
Q4 		$459K Buy
+4,038
New +$479K ﹤0.01% 923

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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

Kovitz Investment Group Partners's VRT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vertiv (VRT) in Q4 2025, closing a stake of 2,578 shares — an estimated $389K sold.

Kovitz Investment Group Partners first reported a position in VRT in Q4 2024 and held it in 3 quarters. The position peaked at $484K in Q2 2025. 1,614 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vertiv position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,578 Vertiv shares in Q4 2025, an estimated $389K.
  • Kovitz Investment Group Partners first reported a position in Vertiv in Q4 2024 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Vertiv position peaked at $484K in Q2 2025.
  • 1,614 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.