PCS
VRT icon

Personal CFO Solutions’s Vertiv VRT Stock Holding History

Personal CFO 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
2026
Q1 		$485K Sell
1,934
-416
-18% -$92.3K 0.07% 260
2025
Q4 		$381K Sell
2,350
-73
-3% -$12.7K 0.06% 293
2025
Q3 		$365K Buy
2,423
+8
+0.3% +$1.07K 0.06% 286
2025
Q2 		$310K Buy
+2,415
New +$235K 0.06% 321
2025
Q1 		– Sell
-2,588
Closed -$294K – 493
2024
Q4 		$294K Buy
2,588
+23
+0.9% +$2.73K 0.06% 333
2024
Q3 		$255K Buy
2,565
+161
+7% +$13.3K 0.04% 467
2024
Q2 		$208K Sell
2,404
-1,034
-30% -$94.1K 0.03% 498
2024
Q1 		$281K Sell
3,438
-761
-18% -$47.8K 0.04% 417
2023
Q4 		$202K Buy
+4,199
New +$179K 0.03% 491

Other funds holding VRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return