WHRC
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W.H. Reaves & Co’s Vertiv VRT Stock Holding History

W.H. Reaves & Co’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 		$18.3M Sell
72,880
-10,000
-12% -$2.22M 0.3% 48
2025
Q4 		$13.4M Sell
82,880
-71,265
-46% -$12.4M 0.23% 50
2025
Q3 		$23.3M Sell
154,145
-195,650
-56% -$26.1M 0.41% 43
2025
Q2 		$44.9M Buy
349,795
+35,000
+11% +$3.4M 1% 32
2025
Q1 		$22.7M Hold
314,795
– – 0.58% 41
2024
Q4 		$35.8M Sell
314,795
-80,108
-20% -$9.51M 0.94% 35
2024
Q3 		$39.3M Buy
394,903
+11,718
+3% +$971K 1.07% 37
2024
Q2 		$33.2M Buy
383,185
+328,185
+597% +$29.9M 1.12% 39
2024
Q1 		$4.49M Buy
+55,000
New +$3.46M 0.16% 52

Other funds holding VRT

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return