TWD
VRT icon

True Wealth Design’s Vertiv VRT Stock Holding History

True Wealth Design’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 		$128K Buy
510
+273
+115% +$60.6K 0.04% 163
2025
Q4 		$38.4K Buy
237
+43
+22% +$7.47K 0.01% 413
2025
Q3 		$29.3K Buy
194
+68
+54% +$9.07K 0.01% 470
2025
Q2 		$16.2K Sell
126
-343
-73% -$33.4K 0.01% 436
2025
Q1 		$33.9K Buy
469
+47
+11% +$5K 0.01% 258
2024
Q4 		$48K Buy
422
+56
+15% +$6.65K 0.02% 169
2024
Q3 		$36.4K Buy
366
+351
+2,340% +$29.1K 0.01% 201
2024
Q2 		$1.3K Buy
15
+5
+50% +$455 ﹤0.01% 452
2024
Q1 		$817 Buy
10
+4
+67% +$251 ﹤0.01% 510
2023
Q4 		$289 Buy
6
+2
+50% +$85 ﹤0.01% 613
2023
Q3 		$149 Buy
+4
New +$132 ﹤0.01% 680

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