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Triasima Portfolio Management’s Vertiv VRT Stock Holding History

Triasima Portfolio 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
-22,825
Closed -$1.65M – 166
2025
Q1 		$1.65M Buy
+22,825
New +$2.43M 0.32% 87

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Triasima Portfolio Management's VRT Position: Q2 2025 in Review

Triasima Portfolio Management sold out of Vertiv (VRT) in Q2 2025, closing a stake of 22,825 shares — an estimated $1.65M sold.

Triasima Portfolio Management first reported a position in VRT in Q1 2025 and held it in 1 quarter. The position peaked at $1.65M in Q1 2025. 1,307 funds tracked by Wall St. Rank hold VRT as of Q2 2025.

  • Triasima Portfolio Management reported no remaining Vertiv position as of Q2 2025 after selling out during the quarter.
  • Triasima Portfolio Management sold 22,825 Vertiv shares in Q2 2025, an estimated $1.65M.
  • Triasima Portfolio Management first reported a position in Vertiv in Q1 2025 and held it in 1 quarter.
  • Triasima Portfolio Management's Vertiv position peaked at $1.65M in Q1 2025.
  • 1,307 funds tracked by Wall St. Rank held Vertiv as of Q2 2025.

Based on Triasima Portfolio Management's 13F filing for Q2 2025, filed 23 Jul 2025.