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Watts Gwilliam & Co’s Vertiv VRT Stock Holding History

Watts Gwilliam & 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
2025
Q3 		$3.5M Buy
23,228
+100
+0.4% +$13.3K 0.57% 35
2025
Q2 		$3.28M Buy
23,128
+3,421
+17% +$333K 0.54% 37
2025
Q1 		$1.42M Buy
19,707
+5,000
+34% +$532K 0.31% 69
2024
Q4 		$1.92M Buy
+14,707
New +$1.75M 0.41% 51

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Watts Gwilliam & Co's VRT Position: Q3 2025 in Review

Watts Gwilliam & Co increased its Vertiv (VRT) stake by 0.43% in Q3 2025, buying an estimated $13.3K and bringing the position to 23,228 shares worth $3.5M. The position accounts for 0.57% of the portfolio, ranked #35.

Watts Gwilliam & Co first reported a position in VRT in Q4 2024 and has held it in 4 quarters since. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • Watts Gwilliam & Co held 23,228 shares of Vertiv worth $3.5M as of Q3 2025.
  • Watts Gwilliam & Co bought 100 Vertiv shares in Q3 2025, an estimated $13.3K.
  • Vertiv made up 0.57% of Watts Gwilliam & Co's portfolio in Q3 2025, its #35 holding.
  • Watts Gwilliam & Co first reported a position in Vertiv in Q4 2024 and has held it in 4 quarters since.
  • 1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.