Stonegate Investment Group’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.68M Sell
2025
Q2
$10.1M Buy
2025
Q1
$575K Sell
2024
Q4
$910K Sell
2024
Q3
$1.67M Buy