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Marshall & Sterling Wealth Advisors’s Vertiv VRT Stock Holding History

Marshall & Sterling Wealth Advisors’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
-59
Closed -$8.9K – 624
2025
Q3 		$8.9K Hold
59
– – 0.01% 371
2025
Q2 		$7.58K Buy
59
+39
+195% +$3.79K 0.01% 390
2025
Q1 		$1.45K Sell
20
-5
-20% -$532 ﹤0.01% 558
2024
Q4 		$2.73K Buy
+25
New +$2.97K ﹤0.01% 290

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

Marshall & Sterling Wealth Advisors's VRT Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Vertiv (VRT) in Q4 2025, closing a stake of 59 shares — an estimated $8.9K sold.

Marshall & Sterling Wealth Advisors first reported a position in VRT in Q4 2024 and held it in 4 quarters. The position peaked at $8.9K in Q3 2025. 1,615 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Vertiv position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 59 Vertiv shares in Q4 2025, an estimated $8.9K.
  • Marshall & Sterling Wealth Advisors first reported a position in Vertiv in Q4 2024 and held it in 4 quarters.
  • Marshall & Sterling Wealth Advisors's Vertiv position peaked at $8.9K in Q3 2025.
  • 1,615 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.