PWS
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Precision Wealth Strategies’s Vertiv VRT Stock Holding History

Precision Wealth Strategies’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 		$1.41M Buy
5,608
+6
+0.1% +$1.33K 0.47% 48
2025
Q4 		$908K Buy
5,602
+402
+8% +$69.8K 0.29% 74
2025
Q3 		$784K Buy
+5,200
New +$694K 0.25% 82
2025
Q2 		– Sell
-4,039
Closed -$292K – 194
2025
Q1 		$292K Sell
4,039
-1,036
-20% -$110K 0.22% 86
2024
Q4 		$577K Buy
5,075
+304
+6% +$36.1K 0.45% 37
2024
Q3 		$475K Buy
4,771
+165
+4% +$13.7K 0.44% 44
2024
Q2 		$399K Sell
4,606
-2,317
-33% -$211K 0.41% 55
2024
Q1 		$565K Sell
6,923
-3,201
-32% -$201K 0.53% 33
2023
Q4 		$486K Sell
10,124
-92
-0.9% -$3.92K 0.47% 33
2023
Q3 		$380K Buy
+10,216
New +$337K 0.41% 42

Other funds holding VRT

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return