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Orion Portfolio Solutions’s Vertiv VRT Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.83M Buy
25,345
+7,143
+39% +$760K 0.02% 755
2024
Q4 		$2.07M Sell
18,202
-463
-2% -$55K 0.02% 679
2024
Q3 		$1.86M Buy
18,665
+7,391
+66% +$613K 0.02% 725
2024
Q2 		$976K Buy
11,274
+4,467
+66% +$407K 0.01% 1004
2024
Q1 		$556K Buy
6,807
+1,993
+41% +$125K 0.01% 1223
2023
Q4 		$234K Buy
+4,814
New +$205K ﹤0.01% 1509

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Orion Portfolio Solutions's VRT Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Vertiv (VRT) stake by 39% in Q1 2025, buying an estimated $760K and bringing the position to 25,345 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #755.

Orion Portfolio Solutions first reported a position in VRT in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.07M in Q4 2024. 1,147 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

  • Orion Portfolio Solutions held 25,345 shares of Vertiv worth $1.83M as of Q1 2025.
  • Orion Portfolio Solutions bought 7,143 Vertiv shares in Q1 2025, an estimated $760K.
  • Vertiv made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #755 holding.
  • Orion Portfolio Solutions first reported a position in Vertiv in Q4 2023 and has held it in 6 quarters since.
  • Orion Portfolio Solutions's Vertiv position peaked at $2.07M in Q4 2024.
  • 1,147 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.