Wood Tarver Financial Group’s Vertiv VRT Stock Holding History

Wood Tarver Financial 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	-4	Closed	–	–	635
2025 Q2	$0	Hold	4	–	–	﹤0.01%	707
2025 Q1	$289	Hold	4	–	–	﹤0.01%	673
2024 Q4	$0	Buy	+4	New	+$475	﹤0.01%	781

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wood Tarver Financial Group's VRT Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Vertiv (VRT) in Q3 2025, closing a stake of 4 shares.

Wood Tarver Financial Group first reported a position in VRT in Q4 2024 and held it in 3 quarters. The position peaked at $289 in Q1 2025. 1,435 funds tracked by Wall St. Rank hold VRT as of Q3 2025.

Wood Tarver Financial Group reported no remaining Vertiv position as of Q3 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 4 Vertiv shares in Q3 2025.
Wood Tarver Financial Group first reported a position in Vertiv in Q4 2024 and held it in 3 quarters.
Wood Tarver Financial Group's Vertiv position peaked at $289 in Q1 2025.
1,435 funds tracked by Wall St. Rank held Vertiv as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.