RIL
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Rothschild Investment LLC’s Vertiv VRT Stock Holding History

Rothschild Investment 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 		$1.11M Buy
4,424
+1,739
+65% +$386K 0.06% 256
2025
Q4 		$435K Buy
2,685
+61
+2% +$10.6K 0.02% 396
2025
Q3 		$396K Buy
2,624
+876
+50% +$117K 0.02% 406
2025
Q2 		$224K Buy
1,748
+12
+0.7% +$1.17K 0.01% 484
2025
Q1 		$125K Buy
1,736
+327
+23% +$34.8K 0.01% 589
2024
Q4 		$160K Buy
1,409
+194
+16% +$23K 0.01% 553
2024
Q3 		$121K Buy
1,215
+51
+4% +$4.23K 0.01% 612
2024
Q2 		$101K Buy
1,164
+663
+132% +$60.4K 0.01% 619
2024
Q1 		$40.9K Buy
501
+391
+355% +$24.6K ﹤0.01% 769
2023
Q4 		$5.28K Buy
+110
New +$4.68K ﹤0.01% 1075

Other funds holding VRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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