Waddell & Associates’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$627K Buy
4,886
+1,290
+36% +$166K 0.07% 85
2025
Q1
$260K Buy
3,596
+7
+0.2% +$505 0.03% 136
2024
Q4
$408K Buy
3,589
+30
+0.8% +$3.41K 0.04% 98
2024
Q3
$354K Buy
+3,559
New +$354K 0.04% 103