Peak Financial Advisors’s Vertiv VRT Stock Holding History

Peak Financial 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 Q4	–	Sell	-5,767	Closed	-$870K	–	97
2025 Q3	$870K	Buy	5,767 +1,403	+32%	+$187K	0.42%	41
2025 Q2	$560K	Buy	+4,364	New	+$424K	0.29%	46

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Peak Financial Advisors's VRT Position: Q4 2025 in Review

Peak Financial Advisors sold out of Vertiv (VRT) in Q4 2025, closing a stake of 5,767 shares — an estimated $870K sold.

Peak Financial Advisors first reported a position in VRT in Q2 2025 and held it in 2 quarters. The position peaked at $870K in Q3 2025. 1,610 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

Peak Financial Advisors reported no remaining Vertiv position as of Q4 2025 after selling out during the quarter.
Peak Financial Advisors sold 5,767 Vertiv shares in Q4 2025, an estimated $870K.
Peak Financial Advisors first reported a position in Vertiv in Q2 2025 and held it in 2 quarters.
Peak Financial Advisors's Vertiv position peaked at $870K in Q3 2025.
1,610 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on Peak Financial Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.