Naviter Wealth’s Vertiv VRT Stock Holding History

Naviter Wealth’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	-2,289	Closed	-$294K	–	282
2025 Q2	$294K	Buy	+2,289	New	+$223K	0.04%	233

Other funds holding VRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Naviter Wealth's VRT Position: Q3 2025 in Review

Naviter Wealth sold out of Vertiv (VRT) in Q3 2025, closing a stake of 2,289 shares — an estimated $294K sold.

Naviter Wealth first reported a position in VRT in Q2 2025 and held it in 1 quarter. The position peaked at $294K in Q2 2025. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

Naviter Wealth reported no remaining Vertiv position as of Q3 2025 after selling out during the quarter.
Naviter Wealth sold 2,289 Vertiv shares in Q3 2025, an estimated $294K.
Naviter Wealth first reported a position in Vertiv in Q2 2025 and held it in 1 quarter.
Naviter Wealth's Vertiv position peaked at $294K in Q2 2025.
1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Naviter Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.