PWM
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Prosperity Wealth Management’s Vertiv VRT Stock Holding History

Prosperity Wealth Management’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
2024
Q2 		– Sell
-500
Closed -$41 – 214
2024
Q1 		$41 Buy
+500
New +$31.4K ﹤0.01% 162

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Prosperity Wealth Management's VRT Position: Q4 2025 in Review

Prosperity Wealth Management increased its Vertiv (VRT) stake by 5.9% in Q4 2025, buying an estimated $93.1K and bringing the position to 9,560 shares worth $1.55M. The position accounts for 0.52% of the portfolio, ranked #37.

Prosperity Wealth Management first reported a position in VRT in Q1 2024 and has held it in 8 quarters since. 1,610 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

  • Prosperity Wealth Management held 9,560 shares of Vertiv worth $1.55M as of Q4 2025.
  • Prosperity Wealth Management bought 536 Vertiv shares in Q4 2025, an estimated $93.1K.
  • Vertiv made up 0.52% of Prosperity Wealth Management's portfolio in Q4 2025, its #37 holding.
  • Prosperity Wealth Management first reported a position in Vertiv in Q1 2024 and has held it in 8 quarters since.
  • 1,610 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.