Smith Anglin Financial’s Vertiv VRT Stock Holding History

Smith Anglin Financial’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 Q2	$204K	Buy	+1,589	New	+$155K	0.02%	198

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Smith Anglin Financial's VRT Position: Q2 2025 in Review

Smith Anglin Financial opened a new position in Vertiv (VRT) in Q2 2025: 1,589 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings.

1,307 funds tracked by Wall St. Rank hold VRT as of Q2 2025.

Smith Anglin Financial held 1,589 shares of Vertiv worth $204K as of Q2 2025.
Vertiv was a new Smith Anglin Financial position in Q2 2025.
Vertiv made up 0.02% of Smith Anglin Financial's portfolio in Q2 2025, its #198 holding.
1,307 funds tracked by Wall St. Rank held Vertiv as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.