Pier Capital’s Vertiv VRT Stock Holding History

Pier Capital’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 Q1	–	Sell	-51	Closed	-$5.79K	–	130
2024 Q4	$5.79K	Sell	51 -108	-68%	-$12.8K	﹤0.01%	115
2024 Q3	$15.8K	Hold	159	–	–	﹤0.01%	113
2024 Q2	$13.8K	Hold	159	–	–	﹤0.01%	111
2024 Q1	$13K	Hold	159	–	–	﹤0.01%	110
2023 Q4	$7.64K	Buy	+159	New	+$6.77K	﹤0.01%	112

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

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

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

Pier Capital's VRT Position: Q1 2025 in Review

Pier Capital sold out of Vertiv (VRT) in Q1 2025, closing a stake of 51 shares — an estimated $5.79K sold.

Pier Capital first reported a position in VRT in Q4 2023 and held it in 5 quarters. The position peaked at $15.8K in Q3 2024. 1,145 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

Pier Capital reported no remaining Vertiv position as of Q1 2025 after selling out during the quarter.
Pier Capital sold 51 Vertiv shares in Q1 2025, an estimated $5.79K.
Pier Capital first reported a position in Vertiv in Q4 2023 and held it in 5 quarters.
Pier Capital's Vertiv position peaked at $15.8K in Q3 2024.
1,145 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on Pier Capital's 13F filing for Q1 2025, filed 13 May 2025.