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Sheets Smith Wealth Management’s Vertiv VRT Stock Holding History

Sheets Smith Wealth Management’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
-5,693
Closed -$647K – 394
2024
Q4 		$647K Buy
+5,693
New +$676K 0.08% 216
2021
Q3 		– Sell
-22,182
Closed -$606K – 376
2021
Q2 		$606K Buy
+22,182
New +$530K 0.08% 199

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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Sheets Smith Wealth Management's VRT Position: Q1 2025 in Review

Sheets Smith Wealth Management sold out of Vertiv (VRT) in Q1 2025, closing a stake of 5,693 shares — an estimated $647K sold.

Sheets Smith Wealth Management first reported a position in VRT in Q2 2021 and held it in 2 quarters. The position peaked at $647K in Q4 2024. 1,149 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

  • Sheets Smith Wealth Management reported no remaining Vertiv position as of Q1 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 5,693 Vertiv shares in Q1 2025, an estimated $647K.
  • Sheets Smith Wealth Management first reported a position in Vertiv in Q2 2021 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Vertiv position peaked at $647K in Q4 2024.
  • 1,149 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.