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Sheaff Brock Investment Advisors’s Vertiv VRT Stock Holding History

Sheaff Brock Investment 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
Q1 		– Sell
-2,625
Closed -$298K – 488
2024
Q4 		$298K Buy
+2,625
New +$312K 0.03% 337

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Sheaff Brock Investment Advisors's VRT Position: Q1 2025 in Review

Sheaff Brock Investment Advisors sold out of Vertiv (VRT) in Q1 2025, closing a stake of 2,625 shares — an estimated $298K sold.

Sheaff Brock Investment Advisors first reported a position in VRT in Q4 2024 and held it in 1 quarter. The position peaked at $298K in Q4 2024. 1,148 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

  • Sheaff Brock Investment Advisors reported no remaining Vertiv position as of Q1 2025 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 2,625 Vertiv shares in Q1 2025, an estimated $298K.
  • Sheaff Brock Investment Advisors first reported a position in Vertiv in Q4 2024 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Vertiv position peaked at $298K in Q4 2024.
  • 1,148 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.