SAM
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Smithbridge Asset Management’s Vertiv VRT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16M Sell
124,430
-8,174
-6% -$1.05M 2.79% 6
2025
Q1
$9.57M Buy
+132,604
New +$9.57M 1.77% 17
2024
Q3
$13.2M Buy
+133,077
New +$13.2M 2.28% 7