YCG
VRT icon

Yeomans Consulting Group’s Vertiv VRT Stock Holding History

Yeomans Consulting 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
Q4 		$370K Buy
+2,285
New +$397K 0.11% 88
2025
Q1 		– Sell
-2,952
Closed -$335K – 106
2024
Q4 		$335K Buy
+2,952
New +$351K 0.13% 71
2024
Q3 		– Sell
-4,319
Closed -$374K – 102
2024
Q2 		$374K Sell
4,319
-2,833
-40% -$258K 0.14% 60
2024
Q1 		$584K Buy
+7,152
New +$449K 0.26% 39

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Yeomans Consulting Group's VRT Position: Q4 2025 in Review

Yeomans Consulting Group opened a new position in Vertiv (VRT) in Q4 2025: 2,285 shares worth $370K. The stake represents 0.11% of the portfolio and ranks #88 among its holdings. This is a return to the name: Yeomans Consulting Group previously reported a position in VRT as recently as Q4 2024.

Yeomans Consulting Group first reported a position in VRT in Q1 2024 and has held it in 4 quarters since. The position peaked at $584K in Q1 2024. 1,610 funds tracked by Wall St. Rank hold VRT as of Q4 2025.

  • Yeomans Consulting Group held 2,285 shares of Vertiv worth $370K as of Q4 2025.
  • Vertiv was a new Yeomans Consulting Group position in Q4 2025.
  • Vertiv made up 0.11% of Yeomans Consulting Group's portfolio in Q4 2025, its #88 holding.
  • Yeomans Consulting Group first reported a position in Vertiv in Q1 2024 and has held it in 4 quarters since.
  • Yeomans Consulting Group's Vertiv position peaked at $584K in Q1 2024.
  • 1,610 funds tracked by Wall St. Rank held Vertiv as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.