TFM
VRT icon

TFC Financial Management’s Vertiv VRT Stock Holding History

TFC Financial Management’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
2026
Q1 		$130K Sell
518
-20
-4% -$4.44K 0.02% 172
2025
Q4 		$87.2K Sell
538
-147
-21% -$25.5K 0.01% 220
2025
Q3 		$103K Sell
685
-201
-23% -$26.8K 0.01% 196
2025
Q2 		$114K Buy
886
+9
+1% +$875 0.02% 188
2025
Q1 		$63.3K Sell
877
-187
-18% -$19.9K 0.01% 235
2024
Q4 		$121K Sell
1,064
-99
-9% -$11.8K 0.02% 170
2024
Q3 		$116K Buy
1,163
+73
+7% +$6.05K 0.02% 176
2024
Q2 		$94.4K Hold
1,090
– – 0.02% 182
2024
Q1 		$89K Buy
1,090
+210
+24% +$13.2K 0.02% 187
2023
Q4 		$42.3K Buy
+880
New +$37.5K 0.01% 242

Other funds holding VRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return