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Strategic Investment Solutions’s Vertiv VRT Stock Holding History

Strategic Investment Solutions’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 		– Hold
0
– – – 197
2023
Q2 		– Sell
-20
Closed -$286 – 977
2023
Q1 		$286 Buy
+20
New +$294 ﹤0.01% 971

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Fidelity Investments
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Morgan Stanley
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Strategic Investment Solutions's VRT Position: Q2 2025 in Review

Strategic Investment Solutions held its Vertiv (VRT) position steady in Q2 2025 at 0 shares worth $56.9K. The position accounts for 0.02% of the portfolio, ranked #197.

Strategic Investment Solutions first reported a position in VRT in Q1 2023 and has held it in 1 quarter since. The position peaked at $286 in Q1 2023. 1,310 funds tracked by Wall St. Rank hold VRT as of Q2 2025.

  • Strategic Investment Solutions held 0 shares of Vertiv worth $56.9K as of Q2 2025.
  • Strategic Investment Solutions left its Vertiv share count unchanged in Q2 2025.
  • Vertiv made up 0.02% of Strategic Investment Solutions's portfolio in Q2 2025, its #197 holding.
  • Strategic Investment Solutions first reported a position in Vertiv in Q1 2023 and has held it in 1 quarter since.
  • Strategic Investment Solutions's Vertiv position peaked at $286 in Q1 2023.
  • 1,310 funds tracked by Wall St. Rank held Vertiv as of Q2 2025.

Based on Strategic Investment Solutions's 13F filing for Q2 2025, filed 16 Jul 2025.