Steward Partners Investment Advisory’s Vertiv VRT Stock Holding History

Steward Partners Investment Advisory’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	$3.74M	Buy
2025 Q1	$640K	Sell
2024 Q4	$8.68M	Buy
2024 Q3	$7.29M	Buy
2024 Q2	$322K	Buy
2024 Q1	$245K	Sell
2023 Q4	$973K	Buy
2022 Q3	–	Sell
2022 Q2	$1K	Buy
2021 Q3	–	Sell
2021 Q2	$6K	Buy