Owen LaRue’s Vertiv VRT Stock Holding History

Owen LaRue’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	–	Sell	-3,010	Closed	-$217K	–	113
2025 Q1	$217K	Sell	3,010 -13,169	-81%	-$1.4M	0.11%	85
2024 Q4	$1.84M	Buy	16,179 +379	+2%	+$45K	0.96%	26
2024 Q3	$1.57M	Buy	15,800 +4,500	+40%	+$373K	0.83%	35
2024 Q2	$978K	Sell	11,300 -23,724	-68%	-$2.16M	0.61%	37
2024 Q1	$2.86M	Sell	35,024 -584	-2%	-$36.7K	1.79%	18
2023 Q4	$1.71M	Buy	+35,608	New	+$1.52M	1.63%	20

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

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

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Owen LaRue's VRT Position: Q2 2025 in Review

Owen LaRue sold out of Vertiv (VRT) in Q2 2025, closing a stake of 3,010 shares — an estimated $217K sold.

Owen LaRue first reported a position in VRT in Q4 2023 and held it in 6 quarters. The position peaked at $2.86M in Q1 2024. 1,307 funds tracked by Wall St. Rank hold VRT as of Q2 2025.

Owen LaRue reported no remaining Vertiv position as of Q2 2025 after selling out during the quarter.
Owen LaRue sold 3,010 Vertiv shares in Q2 2025, an estimated $217K.
Owen LaRue first reported a position in Vertiv in Q4 2023 and held it in 6 quarters.
Owen LaRue's Vertiv position peaked at $2.86M in Q1 2024.
1,307 funds tracked by Wall St. Rank held Vertiv as of Q2 2025.

Based on Owen LaRue's 13F filing for Q2 2025, filed 16 Jul 2025.