Tucker Asset Management’s Vertiv VRT Stock Holding History

Tucker Asset 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 Q1	–	Sell	-5	Closed	-$568	–	925
2024 Q4	$568	Buy	+5	New	+$594	﹤0.01%	1397

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Tucker Asset Management's VRT Position: Q1 2025 in Review

Tucker Asset Management sold out of Vertiv (VRT) in Q1 2025, closing a stake of 5 shares — an estimated $568 sold.

Tucker Asset Management first reported a position in VRT in Q4 2024 and held it in 1 quarter. The position peaked at $568 in Q4 2024. 1,149 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

Tucker Asset Management reported no remaining Vertiv position as of Q1 2025 after selling out during the quarter.
Tucker Asset Management sold 5 Vertiv shares in Q1 2025, an estimated $568.
Tucker Asset Management first reported a position in Vertiv in Q4 2024 and held it in 1 quarter.
Tucker Asset Management's Vertiv position peaked at $568 in Q4 2024.
1,149 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on Tucker Asset Management's 13F filing for Q1 2025, filed 6 Jan 2026.