Red Tortoise LLC’s Vertiv VRT Stock Holding History

Red Tortoise LLC’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	$36.8K	Hold	147	–	–	0.02%	146
2025 Q4	$23.8K	Hold	147	–	–	0.01%	179
2025 Q3	$22.2K	Hold	147	–	–	0.01%	184
2025 Q2	$18.9K	Hold	147	–	–	0.01%	186
2025 Q1	$10.6K	Hold	147	–	–	0.01%	231
2024 Q4	$16.7K	Hold	147	–	–	0.01%	179
2024 Q3	$14.6K	Hold	147	–	–	0.01%	194
2024 Q2	$12.7K	Hold	147	–	–	0.01%	208
2024 Q1	$12K	Hold	147	–	–	0.01%	196
2023 Q4	$7.06K	Hold	147	–	–	﹤0.01%	242
2023 Q3	$5.47K	Hold	147	–	–	﹤0.01%	268
2023 Q2	$3.64K	Hold	147	–	–	﹤0.01%	340
2023 Q1	$2.1K	Hold	147	–	–	﹤0.01%	428
2022 Q4	$2.01K	Buy	+147	New	+$1.96K	﹤0.01%	469
2021 Q4	–	Sell	-147	Closed	-$1K	–	527
2021 Q3	$1K	Buy	+147	New	+$3.91K	﹤0.01%	529

Other funds holding VRT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return