PWM
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Parkworth Wealth Management’s Vertiv VRT Stock Holding History

Parkworth Wealth Management’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 		$1.16K Buy
9
+2
+29% +$194 ﹤0.01% 377
2025
Q1 		$505 Buy
7
+2
+40% +$213 ﹤0.01% 420
2024
Q4 		$568 Buy
+5
New +$594 ﹤0.01% 401

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

Parkworth Wealth Management's VRT Position: Q2 2025 in Review

Parkworth Wealth Management increased its Vertiv (VRT) stake by 29% in Q2 2025, buying an estimated $194 and bringing the position to 9 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Parkworth Wealth Management first reported a position in VRT in Q4 2024 and has held it in 3 quarters since. 1,307 funds tracked by Wall St. Rank hold VRT as of Q2 2025.

  • Parkworth Wealth Management held 9 shares of Vertiv worth $1.16K as of Q2 2025.
  • Parkworth Wealth Management bought 2 Vertiv shares in Q2 2025, an estimated $194.
  • Vertiv made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #377 holding.
  • Parkworth Wealth Management first reported a position in Vertiv in Q4 2024 and has held it in 3 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Vertiv as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.