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Tortoise Investment Management’s Vertiv VRT Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-270
Closed -$40.8K – 1420
2025
Q3 		$40.8K Buy
270
+5
+2% +$667 ﹤0.01% 425
2025
Q2 		$34K Buy
265
+115
+77% +$11.2K ﹤0.01% 434
2025
Q1 		$10.8K Buy
150
+50
+50% +$5.32K ﹤0.01% 580
2024
Q4 		$11.4K Buy
+100
New +$11.9K ﹤0.01% 614

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tortoise Investment Management's VRT Position: Q4 2025 in Review

Tortoise Investment Management sold out of Vertiv (VRT) in Q4 2025, closing a stake of 270 shares — an estimated $40.8K sold.

Tortoise Investment Management first reported a position in VRT in Q4 2024 and held it in 4 quarters. The position peaked at $40.8K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

  • Tortoise Investment Management reported no remaining Vertiv position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 270 Vertiv shares in Q4 2025, an estimated $40.8K.
  • Tortoise Investment Management first reported a position in Vertiv in Q4 2024 and held it in 4 quarters.
  • Tortoise Investment Management's Vertiv position peaked at $40.8K in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.