OLVIG
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Oliver Lagore Vanvalin Investment Group’s Vertiv VRT Stock Holding History

Oliver Lagore Vanvalin Investment 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
Q2 		$57.8K Buy
+800
New +$77.8K 0.02% 234
2024
Q4 		$81.2K Sell
715
-171
-19% -$20.3K 0.02% 202
2024
Q3 		$88.1K Sell
886
-177
-17% -$14.7K 0.02% 185
2024
Q2 		$92K Sell
1,063
-819
-44% -$74.6K 0.03% 174
2024
Q1 		$154K Buy
1,882
+1,498
+390% +$94.1K 0.05% 146
2023
Q4 		$18.4K Buy
384
+221
+136% +$9.41K 0.01% 325
2023
Q3 		$6.06K Sell
163
-109
-40% -$3.59K ﹤0.01% 517
2023
Q2 		$6.74K Buy
+272
New +$4.67K ﹤0.01% 537

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's VRT Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Vertiv (VRT) in Q2 2025: 800 shares worth $57.8K. The stake represents 0.02% of the portfolio and ranks #234 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in VRT as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in VRT in Q2 2023 and has held it in 8 quarters since. The position peaked at $154K in Q1 2024. 1,307 funds tracked by Wall St. Rank hold VRT as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 800 shares of Vertiv worth $57.8K as of Q2 2025.
  • Vertiv was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Vertiv made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #234 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Vertiv in Q2 2023 and has held it in 8 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Vertiv position peaked at $154K in Q1 2024.
  • 1,307 funds tracked by Wall St. Rank held Vertiv as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.