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Shorepoint Capital Partners’s Vertiv VRT Stock Holding History

Shorepoint Capital Partners’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 		$4.59M Buy
+30,456
New +$4.06M 0.91% 44
2025
Q1 		$934K Buy
12,943
+2,293
+22% +$244K 0.21% 77
2024
Q4 		$1.21M Buy
+10,650
New +$1.26M 0.28% 75

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Shorepoint Capital Partners's VRT Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Vertiv (VRT) in Q3 2025: 30,456 shares worth $4.59M. The stake represents 0.91% of the portfolio and ranks #44 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in VRT as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in VRT in Q4 2024 and has held it in 3 quarters since. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • Shorepoint Capital Partners held 30,456 shares of Vertiv worth $4.59M as of Q3 2025.
  • Vertiv was a new Shorepoint Capital Partners position in Q3 2025.
  • Vertiv made up 0.91% of Shorepoint Capital Partners's portfolio in Q3 2025, its #44 holding.
  • Shorepoint Capital Partners first reported a position in Vertiv in Q4 2024 and has held it in 3 quarters since.
  • 1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.