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VisionPoint Advisory Group’s Vertiv VRT Stock Holding History

VisionPoint Advisory Group’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
Q4 		– Sell
-1,327
Closed -$200K – 433
2025
Q3 		$200K Buy
+1,327
New +$177K 0.04% 388
2024
Q3 		– Sell
-144
Closed -$12.5K – 768
2024
Q2 		$12.5K Sell
144
-1
-0.7% -$91 ﹤0.01% 475
2024
Q1 		$11.8K Hold
145
– – ﹤0.01% 448
2023
Q4 		$6.96K Hold
145
– – ﹤0.01% 452
2023
Q3 		$5.39K Buy
+145
New +$4.78K ﹤0.01% 492

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

VisionPoint Advisory Group's VRT Position: Q4 2025 in Review

VisionPoint Advisory Group sold out of Vertiv (VRT) in Q4 2025, closing a stake of 1,327 shares — an estimated $200K sold.

VisionPoint Advisory Group first reported a position in VRT in Q3 2023 and held it in 5 quarters. The position peaked at $200K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

  • VisionPoint Advisory Group reported no remaining Vertiv position as of Q4 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 1,327 Vertiv shares in Q4 2025, an estimated $200K.
  • VisionPoint Advisory Group first reported a position in Vertiv in Q3 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Vertiv position peaked at $200K in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on VisionPoint Advisory Group's 13F filing for Q4 2025, filed 12 Jan 2026.