Whalen Wealth Management’s Vertiv VRT Stock Holding History

Whalen Wealth 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 Q1	–	Sell	-4,240	Closed	-$482K	–	178
2024 Q4	$482K	Buy	+4,240	New	+$503K	0.33%	61

Other funds holding VRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Whalen Wealth Management's VRT Position: Q1 2025 in Review

Whalen Wealth Management sold out of Vertiv (VRT) in Q1 2025, closing a stake of 4,240 shares — an estimated $482K sold.

Whalen Wealth Management first reported a position in VRT in Q4 2024 and held it in 1 quarter. The position peaked at $482K in Q4 2024. 1,145 funds tracked by Wall St. Rank hold VRT as of Q1 2025.

Whalen Wealth Management reported no remaining Vertiv position as of Q1 2025 after selling out during the quarter.
Whalen Wealth Management sold 4,240 Vertiv shares in Q1 2025, an estimated $482K.
Whalen Wealth Management first reported a position in Vertiv in Q4 2024 and held it in 1 quarter.
Whalen Wealth Management's Vertiv position peaked at $482K in Q4 2024.
1,145 funds tracked by Wall St. Rank held Vertiv as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.