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Woodard & Company Asset Management Group’s Vertiv VRT Stock Holding History

Woodard & Company Asset Management 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
Q2 		– Sell
-6,762
Closed -$488K – 147
2025
Q1 		$488K Buy
6,762
+494
+8% +$52.6K 0.1% 73
2024
Q4 		$712K Buy
+6,268
New +$744K 0.15% 62

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Woodard & Company Asset Management Group's VRT Position: Q2 2025 in Review

Woodard & Company Asset Management Group sold out of Vertiv (VRT) in Q2 2025, closing a stake of 6,762 shares — an estimated $488K sold.

Woodard & Company Asset Management Group first reported a position in VRT in Q4 2024 and held it in 2 quarters. The position peaked at $712K in Q4 2024. 1,308 funds tracked by Wall St. Rank hold VRT as of Q2 2025.

  • Woodard & Company Asset Management Group reported no remaining Vertiv position as of Q2 2025 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 6,762 Vertiv shares in Q2 2025, an estimated $488K.
  • Woodard & Company Asset Management Group first reported a position in Vertiv in Q4 2024 and held it in 2 quarters.
  • Woodard & Company Asset Management Group's Vertiv position peaked at $712K in Q4 2024.
  • 1,308 funds tracked by Wall St. Rank held Vertiv as of Q2 2025.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.