SAM
VRT icon

Smartleaf Asset Management’s Vertiv VRT Stock Holding History

Smartleaf Asset 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
2026
Q1 		$711K Buy
3,037
+407
+15% +$90.3K 0.03% 461
2025
Q4 		$432K Buy
2,630
+293
+13% +$50.9K 0.02% 566
2025
Q3 		$335K Buy
2,337
+999
+75% +$133K 0.02% 574
2025
Q2 		$170K Sell
1,338
-408
-23% -$39.7K 0.02% 628
2025
Q1 		$130K Buy
1,746
+506
+41% +$53.9K 0.01% 729
2024
Q4 		$144K Buy
1,240
+592
+91% +$70.3K 0.01% 666
2024
Q3 		$63.8K Buy
648
+458
+241% +$38K 0.01% 836
2024
Q2 		$16.5K Buy
190
+128
+206% +$11.7K ﹤0.01% 1129
2024
Q1 		$5.02K Buy
+62
New +$3.9K ﹤0.01% 1215

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Bank of America
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T. Rowe Price Associates
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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