WG
VRT icon

Winton Group’s Vertiv VRT Stock Holding History

Winton Group’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
-5,366
Closed -$689K – 1051
2025
Q2 		$689K Buy
+5,366
New +$522K 0.04% 517
2024
Q4 		– Sell
-5,170
Closed -$514K – 797
2024
Q3 		$514K Buy
5,170
+1,186
+30% +$98.3K 0.04% 441
2024
Q2 		$345K Sell
3,984
-14,015
-78% -$1.28M 0.02% 469
2024
Q1 		$1.47M Sell
17,999
-22,958
-56% -$1.44M 0.1% 162
2023
Q4 		$1.97M Sell
40,957
-11,102
-21% -$473K 0.14% 122
2023
Q3 		$1.94M Buy
+52,059
New +$1.72M 0.16% 103
2021
Q4 		– Sell
-30,010
Closed -$723K – 1421
2021
Q3 		$723K Sell
30,010
-25,460
-46% -$677K 0.04% 674
2021
Q2 		$1.51M Sell
55,470
-25,110
-31% -$600K 0.08% 302
2021
Q1 		$1.61M Buy
80,580
+28,296
+54% +$571K 0.09% 223
2020
Q4 		$976K Buy
+52,284
New +$962K 0.07% 417

Other funds holding VRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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