Rise Advisors’s Vertiv VRT Stock Holding History

Rise 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 Q4	–	Sell	-54	Closed	-$8.15K	–	1396
2025 Q3	$8.15K	Hold	54	–	–	﹤0.01%	1078
2025 Q2	$6.93K	Buy	54 +44	+440%	+$4.28K	﹤0.01%	1128
2025 Q1	$722	Buy	+10	New	+$1.06K	﹤0.01%	1339

Other funds holding VRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Rise Advisors's VRT Position: Q4 2025 in Review

Rise Advisors sold out of Vertiv (VRT) in Q4 2025, closing a stake of 54 shares — an estimated $8.15K sold.

Rise Advisors first reported a position in VRT in Q1 2025 and held it in 3 quarters. The position peaked at $8.15K in Q3 2025. 1,615 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

Rise Advisors reported no remaining Vertiv position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 54 Vertiv shares in Q4 2025, an estimated $8.15K.
Rise Advisors first reported a position in Vertiv in Q1 2025 and held it in 3 quarters.
Rise Advisors's Vertiv position peaked at $8.15K in Q3 2025.
1,615 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.