Van Hulzen Asset Management’s Vertiv VRT Stock Holding History

Van Hulzen 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	-15	Closed	-$1.71K	–	1099
2024 Q4	$1.71K	Buy	+15	New	+$1.78K	﹤0.01%	949

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

Van Hulzen Asset Management's VRT Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Vertiv (VRT) in Q1 2025, closing a stake of 15 shares — an estimated $1.71K sold.

Van Hulzen Asset Management first reported a position in VRT in Q4 2024 and held it in 1 quarter. The position peaked at $1.71K in Q4 2024. 1,145 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

Van Hulzen Asset Management reported no remaining Vertiv position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 15 Vertiv shares in Q1 2025, an estimated $1.71K.
Van Hulzen Asset Management first reported a position in Vertiv in Q4 2024 and held it in 1 quarter.
Van Hulzen Asset Management's Vertiv position peaked at $1.71K in Q4 2024.
1,145 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.