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Lindbrook Capital’s Vertiv VRT Stock Holding History

Lindbrook Capital’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
Q1 		$69.9K Sell
968
-3,175
-77% -$338K 0.01% 834
2024
Q4 		$471K Buy
4,143
+67
+2% +$7.96K 0.04% 227
2024
Q3 		$406K Buy
4,076
+3,262
+401% +$270K 0.04% 251
2024
Q2 		$70.5K Buy
814
+264
+48% +$24K 0.01% 659
2024
Q1 		$44.9K Buy
550
+137
+33% +$8.61K ﹤0.01% 811
2023
Q4 		$19.8K Buy
413
+309
+297% +$13.2K ﹤0.01% 1182
2023
Q3 		$3.87K Buy
104
+8
+8% +$264 ﹤0.01% 1880
2023
Q2 		$2.38K Sell
96
-15
-14% -$258 ﹤0.01% 2086
2023
Q1 		$1.59K Sell
111
-71
-39% -$1.04K ﹤0.01% 2334
2022
Q4 		$2.49K Buy
+182
New +$2.43K ﹤0.01% 2141

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Lindbrook Capital's VRT Position: Q1 2025 in Review

Lindbrook Capital reduced its Vertiv (VRT) stake by 77% in Q1 2025, selling an estimated $338K and leaving 968 shares worth $69.9K. The position accounts for 0.01% of the portfolio, ranked #834.

Lindbrook Capital first reported a position in VRT in Q4 2022 and has held it in 10 quarters since. The position peaked at $471K in Q4 2024. 1,148 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

  • Lindbrook Capital held 968 shares of Vertiv worth $69.9K as of Q1 2025.
  • Lindbrook Capital sold 3,175 Vertiv shares in Q1 2025, an estimated $338K.
  • Vertiv made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #834 holding.
  • Lindbrook Capital first reported a position in Vertiv in Q4 2022 and has held it in 10 quarters since.
  • Lindbrook Capital's Vertiv position peaked at $471K in Q4 2024.
  • 1,148 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.