MA
VRT icon

Mosaic Advisors’s Vertiv VRT Stock Holding History

Mosaic 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
2026
Q1 		– Sell
-5,545
Closed -$898K – 47
2025
Q4 		$898K Hold
5,545
– – 1.73% 18
2025
Q3 		$837K Hold
5,545
– – 2.03% 12
2025
Q2 		$712K Sell
5,545
-3,335
-38% -$324K 1.05% 6
2025
Q1 		$641K Buy
+8,880
New +$945K 0.97% 6
2024
Q1 		– Sell
-14,379
Closed -$691K – 17
2023
Q4 		$691K Buy
+14,379
New +$612K 0.41% 13
2023
Q2 		– Sell
-38,819
Closed -$556K – 21
2023
Q1 		$556K Hold
38,819
– – 0.45% 11
2022
Q4 		$530K Hold
38,819
– – 0.45% 11
2022
Q3 		$377K Hold
38,819
– – 0.3% 12
2022
Q2 		$319K Hold
38,819
– – 0.24% 14
2022
Q1 		$543K Buy
+38,819
New +$690K 0.61% 11

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