Roberts Capital Advisors’s Vertiv VRT Stock Holding History

Roberts Capital 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 Q3	–	Sell	-6,852	Closed	-$880K	–	96
2025 Q2	$880K	Hold	6,852	–	–	0.65%	47
2025 Q1	$495K	Buy	+6,852	New	+$729K	0.43%	75

Other funds holding VRT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Roberts Capital Advisors's VRT Position: Q3 2025 in Review

Roberts Capital Advisors sold out of Vertiv (VRT) in Q3 2025, closing a stake of 6,852 shares — an estimated $880K sold.

Roberts Capital Advisors first reported a position in VRT in Q1 2025 and held it in 2 quarters. The position peaked at $880K in Q2 2025. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

Roberts Capital Advisors reported no remaining Vertiv position as of Q3 2025 after selling out during the quarter.
Roberts Capital Advisors sold 6,852 Vertiv shares in Q3 2025, an estimated $880K.
Roberts Capital Advisors first reported a position in Vertiv in Q1 2025 and held it in 2 quarters.
Roberts Capital Advisors's Vertiv position peaked at $880K in Q2 2025.
1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Roberts Capital Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.