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 Q2	–	Sell	-100	Closed	-$199	–	1322
2025 Q1	$199	Buy	+100	New	+$10.6K	﹤0.01%	801

Other funds holding VRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B 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. 1,612 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.
1,612 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.