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Legacy Investment Solutions’s Vertiv VRT Stock Holding History

Legacy Investment Solutions’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 		$129 Buy
+1
New +$97 ﹤0.01% 727

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Fidelity Investments
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Morgan Stanley
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Investment Solutions's VRT Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vertiv (VRT) in Q2 2025: 1 share worth $129. The stake represents ﹤0.01% of the portfolio and ranks #727 among its holdings.

1,307 funds tracked by Wall St. Rank hold VRT as of Q2 2025.

  • Legacy Investment Solutions held 1 share of Vertiv worth $129 as of Q2 2025.
  • Vertiv was a new Legacy Investment Solutions position in Q2 2025.
  • Vertiv made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #727 holding.
  • 1,307 funds tracked by Wall St. Rank held Vertiv as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.