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Pursue Wealth Partners’s Vertiv VRT Stock Holding History

Pursue Wealth Partners’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
Q2 		– Sell
-12,202
Closed -$881K – 128
2025
Q1 		$881K Buy
+12,202
New +$1.3M 0.54% 49
2024
Q4 		– Sell
-15,752
Closed -$1.57M – 127
2024
Q3 		$1.57M Sell
15,752
-2,908
-16% -$241K 0.86% 33
2024
Q2 		$1.62M Buy
+18,660
New +$1.7M 0.88% 30

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pursue Wealth Partners's VRT Position: Q2 2025 in Review

Pursue Wealth Partners sold out of Vertiv (VRT) in Q2 2025, closing a stake of 12,202 shares — an estimated $881K sold.

Pursue Wealth Partners first reported a position in VRT in Q2 2024 and held it in 3 quarters. The position peaked at $1.62M in Q2 2024. 1,308 funds tracked by Wall St. Rank hold VRT as of Q2 2025.

  • Pursue Wealth Partners reported no remaining Vertiv position as of Q2 2025 after selling out during the quarter.
  • Pursue Wealth Partners sold 12,202 Vertiv shares in Q2 2025, an estimated $881K.
  • Pursue Wealth Partners first reported a position in Vertiv in Q2 2024 and held it in 3 quarters.
  • Pursue Wealth Partners's Vertiv position peaked at $1.62M in Q2 2024.
  • 1,308 funds tracked by Wall St. Rank held Vertiv as of Q2 2025.

Based on Pursue Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.