Pineridge Advisors’s Vertiv VRT Stock Holding History

Pineridge 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 Q3	$4.38K	Hold	29	–	–	﹤0.01%	286
2025 Q2	$3.73K	Hold	29	–	–	﹤0.01%	350
2025 Q1	$2.09K	Buy	+29	New	+$3.09K	﹤0.01%	410

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Pineridge Advisors's VRT Position: Q3 2025 in Review

Pineridge Advisors held its Vertiv (VRT) position steady in Q3 2025 at 29 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Pineridge Advisors first reported a position in VRT in Q1 2025 and has held it in 3 quarters since. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

Pineridge Advisors held 29 shares of Vertiv worth $4.38K as of Q3 2025.
Pineridge Advisors left its Vertiv share count unchanged in Q3 2025.
Vertiv made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #286 holding.
Pineridge Advisors first reported a position in Vertiv in Q1 2025 and has held it in 3 quarters since.
1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.