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Laird Norton Wetherby Wealth Management’s Vertiv VRT Stock Holding History

Laird Norton Wetherby 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
Q3 		$413K Buy
2,737
+174
+7% +$23.2K 0.02% 644
2025
Q2 		$329K Buy
+2,563
New +$249K 0.01% 691
2024
Q4 		$272K Buy
2,391
+51
+2% +$6.06K 0.01% 728
2024
Q3 		$233K Sell
2,340
-474
-17% -$39.3K 0.01% 815
2024
Q2 		$244K Buy
+2,814
New +$256K 0.01% 777

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's VRT Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Vertiv (VRT) stake by 6.8% in Q3 2025, buying an estimated $23.2K and bringing the position to 2,737 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #644.

Laird Norton Wetherby Wealth Management first reported a position in VRT in Q2 2024 and has held it in 5 quarters since. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 2,737 shares of Vertiv worth $413K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 174 Vertiv shares in Q3 2025, an estimated $23.2K.
  • Vertiv made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #644 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Vertiv in Q2 2024 and has held it in 5 quarters since.
  • 1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.