SXL
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Summit X LLC’s Vertiv VRT Stock Holding History

Summit X LLC’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
Q3 		– Sell
-3,526
Closed -$453K – 232
2025
Q2 		$453K Buy
+3,526
New +$343K 0.08% 154

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Summit X LLC's VRT Position: Q3 2025 in Review

Summit X LLC sold out of Vertiv (VRT) in Q3 2025, closing a stake of 3,526 shares — an estimated $453K sold.

Summit X LLC first reported a position in VRT in Q2 2025 and held it in 1 quarter. The position peaked at $453K in Q2 2025. 1,437 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • Summit X LLC reported no remaining Vertiv position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 3,526 Vertiv shares in Q3 2025, an estimated $453K.
  • Summit X LLC first reported a position in Vertiv in Q2 2025 and held it in 1 quarter.
  • Summit X LLC's Vertiv position peaked at $453K in Q2 2025.
  • 1,437 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.