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Nalls Sherbakoff Group’s Vertiv VRT Stock Holding History

Nalls Sherbakoff 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
2025
Q4 		$219K Buy
1,352
+251
+23% +$43.6K 0.16% 96
2025
Q3 		$166K Hold
1,101
– – 0.11% 113
2025
Q2 		$141K Buy
1,101
+100
+10% +$9.72K 0.1% 112
2025
Q1 		$72.3K Buy
+1,001
New +$107K 0.06% 154

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Nalls Sherbakoff Group's VRT Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its Vertiv (VRT) stake by 23% in Q4 2025, buying an estimated $43.6K and bringing the position to 1,352 shares worth $219K. The position accounts for 0.16% of the portfolio, ranked #96.

Nalls Sherbakoff Group first reported a position in VRT in Q1 2025 and has held it in 4 quarters since. 1,611 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

  • Nalls Sherbakoff Group held 1,352 shares of Vertiv worth $219K as of Q4 2025.
  • Nalls Sherbakoff Group bought 251 Vertiv shares in Q4 2025, an estimated $43.6K.
  • Vertiv made up 0.16% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #96 holding.
  • Nalls Sherbakoff Group first reported a position in Vertiv in Q1 2025 and has held it in 4 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.