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Mivtachim The Workers Social Insurance Fund’s Vertiv VRT Stock Holding History

Mivtachim The Workers Social Insurance Fund’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 		– Sell
-35,745
Closed -$4.59M – 36
2025
Q2 		$4.59M Sell
35,745
-62,255
-64% -$6.05M 0.71% 27
2025
Q1 		$7.08M Buy
+98,000
New +$10.4M 1.17% 24

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 $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mivtachim The Workers Social Insurance Fund's VRT Position: Q3 2025 in Review

Mivtachim The Workers Social Insurance Fund sold out of Vertiv (VRT) in Q3 2025, closing a stake of 35,745 shares — an estimated $4.59M sold.

Mivtachim The Workers Social Insurance Fund first reported a position in VRT in Q1 2025 and held it in 2 quarters. The position peaked at $7.08M in Q1 2025. 1,437 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • Mivtachim The Workers Social Insurance Fund reported no remaining Vertiv position as of Q3 2025 after selling out during the quarter.
  • Mivtachim The Workers Social Insurance Fund sold 35,745 Vertiv shares in Q3 2025, an estimated $4.59M.
  • Mivtachim The Workers Social Insurance Fund first reported a position in Vertiv in Q1 2025 and held it in 2 quarters.
  • Mivtachim The Workers Social Insurance Fund's Vertiv position peaked at $7.08M in Q1 2025.
  • 1,437 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Mivtachim The Workers Social Insurance Fund's 13F filing for Q3 2025, filed 10 Nov 2025.