SkyOak Wealth’s Vertiv VRT Stock Holding History

SkyOak Wealth’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	-2,165	Closed	-$278K	–	264
2025 Q2	$278K	Sell	2,165 -3,000	-58%	-$292K	0.06%	188
2025 Q1	$373K	Buy	5,165 +1,000	+24%	+$106K	0.08%	139
2024 Q4	$473K	Buy	4,165 +1,000	+32%	+$119K	0.1%	120
2024 Q3	$315K	Buy	+3,165	New	+$262K	0.07%	156

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

SkyOak Wealth's VRT Position: Q3 2025 in Review

SkyOak Wealth sold out of Vertiv (VRT) in Q3 2025, closing a stake of 2,165 shares — an estimated $278K sold.

SkyOak Wealth first reported a position in VRT in Q3 2024 and held it in 4 quarters. The position peaked at $473K in Q4 2024. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

SkyOak Wealth reported no remaining Vertiv position as of Q3 2025 after selling out during the quarter.
SkyOak Wealth sold 2,165 Vertiv shares in Q3 2025, an estimated $278K.
SkyOak Wealth first reported a position in Vertiv in Q3 2024 and held it in 4 quarters.
SkyOak Wealth's Vertiv position peaked at $473K in Q4 2024.
1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on SkyOak Wealth's 13F filing for Q3 2025, filed 23 Oct 2025.