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WealthTrak Capital Management’s Vertiv VRT Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-14
Closed -$1.8K – 865
2025
Q2 		$1.8K Sell
14
-1
-7% -$97 ﹤0.01% 456
2025
Q1 		$1.08K Buy
15
+8
+114% +$852 ﹤0.01% 505
2024
Q4 		$796 Buy
+7
New +$831 ﹤0.01% 485

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

WealthTrak Capital Management's VRT Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Vertiv (VRT) in Q3 2025, closing a stake of 14 shares — an estimated $1.8K sold.

WealthTrak Capital Management first reported a position in VRT in Q4 2024 and held it in 3 quarters. The position peaked at $1.8K in Q2 2025. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Vertiv position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 14 Vertiv shares in Q3 2025, an estimated $1.8K.
  • WealthTrak Capital Management first reported a position in Vertiv in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Vertiv position peaked at $1.8K in Q2 2025.
  • 1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.