Unique Wealth Strategies’s Vertiv VRT Stock Holding History

Unique Wealth Strategies’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	-4,860	Closed	-$552K	–	224
2024 Q4	$552K	Buy	+4,860	New	+$577K	0.24%	116

Other funds holding VRT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Unique Wealth Strategies's VRT Position: Q1 2025 in Review

Unique Wealth Strategies sold out of Vertiv (VRT) in Q1 2025, closing a stake of 4,860 shares — an estimated $552K sold.

Unique Wealth Strategies first reported a position in VRT in Q4 2024 and held it in 1 quarter. The position peaked at $552K in Q4 2024. 1,145 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

Unique Wealth Strategies reported no remaining Vertiv position as of Q1 2025 after selling out during the quarter.
Unique Wealth Strategies sold 4,860 Vertiv shares in Q1 2025, an estimated $552K.
Unique Wealth Strategies first reported a position in Vertiv in Q4 2024 and held it in 1 quarter.
Unique Wealth Strategies's Vertiv position peaked at $552K in Q4 2024.
1,145 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on Unique Wealth Strategies's 13F filing for Q1 2025, filed 14 Jul 2026.