MG
VRT icon

Mather Group’s Vertiv VRT Stock Holding History

Mather Group’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
2026
Q1 		$110K Buy
+437
New +$97K ﹤0.01% 870
2025
Q4 		– Sell
-151
Closed -$22.8K – 1630
2025
Q3 		$22.8K Buy
+151
New +$20.1K ﹤0.01% 1089
2025
Q2 		– Sell
-216
Closed -$15.6K – 1698
2025
Q1 		$15.6K Sell
216
-135
-38% -$14.4K ﹤0.01% 1147
2024
Q4 		$39.9K Buy
351
+199
+131% +$23.6K ﹤0.01% 917
2024
Q3 		$15.1K Sell
152
-199
-57% -$16.5K ﹤0.01% 1111
2024
Q2 		$28.7K Buy
351
+200
+132% +$18.2K ﹤0.01% 1162
2024
Q1 		$7.25K Buy
+151
New +$9.49K ﹤0.01% 1277

Other funds holding VRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return