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Patten Group’s Vertiv VRT Stock Holding History

Patten 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
Q4 		– Sell
-1,872
Closed -$282K – 318
2025
Q3 		$282K Buy
+1,872
New +$250K 0.06% 238

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Patten Group's VRT Position: Q4 2025 in Review

Patten Group sold out of Vertiv (VRT) in Q4 2025, closing a stake of 1,872 shares — an estimated $282K sold.

Patten Group first reported a position in VRT in Q3 2025 and held it in 1 quarter. The position peaked at $282K in Q3 2025. 1,611 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

  • Patten Group reported no remaining Vertiv position as of Q4 2025 after selling out during the quarter.
  • Patten Group sold 1,872 Vertiv shares in Q4 2025, an estimated $282K.
  • Patten Group first reported a position in Vertiv in Q3 2025 and held it in 1 quarter.
  • Patten Group's Vertiv position peaked at $282K in Q3 2025.
  • 1,611 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on Patten Group's 13F filing for Q4 2025, filed 23 Jan 2026.