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Optimum Investment Advisors’s Vertiv VRT Stock Holding History

Optimum Investment 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
2025
Q3 		$96.5K Hold
640
– – 0.04% 269
2025
Q2 		$82.2K Hold
640
– – 0.04% 281
2025
Q1 		$46.2K Sell
640
-1,310
-67% -$139K 0.02% 350
2024
Q4 		$222K Buy
1,950
+450
+30% +$53.4K 0.1% 164
2024
Q3 		$149K Buy
1,500
+150
+11% +$12.4K 0.06% 219
2024
Q2 		$117K Buy
1,350
+1,200
+800% +$109K 0.05% 243
2024
Q1 		$12.3K Buy
+150
New +$9.43K 0.01% 504

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
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

Optimum Investment Advisors's VRT Position: Q3 2025 in Review

Optimum Investment Advisors held its Vertiv (VRT) position steady in Q3 2025 at 640 shares worth $96.5K. The position accounts for 0.04% of the portfolio, ranked #269.

Optimum Investment Advisors first reported a position in VRT in Q1 2024 and has held it in 7 quarters since. The position peaked at $222K in Q4 2024. 1,436 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • Optimum Investment Advisors held 640 shares of Vertiv worth $96.5K as of Q3 2025.
  • Optimum Investment Advisors left its Vertiv share count unchanged in Q3 2025.
  • Vertiv made up 0.04% of Optimum Investment Advisors's portfolio in Q3 2025, its #269 holding.
  • Optimum Investment Advisors first reported a position in Vertiv in Q1 2024 and has held it in 7 quarters since.
  • Optimum Investment Advisors's Vertiv position peaked at $222K in Q4 2024.
  • 1,436 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.