Purchases and Sales Made in Q2 2025 in Vertiv Holdings CO (VRT)
This table provides information about the institutional ownership of Vertiv Holdings CO (VRT) during Q2 2025. The information is specifically focused on institutions that hold shares of Vertiv Holdings Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.95K+ 25.99% |
N/A
|
14.3K
$1.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
2.93K+ 2.16% |
N/A
|
139K
$12M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
2.93KNew |
N/A
|
2.93K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
2.92KNew |
N/A
|
2.92K
$253K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
2.92K+ 26.87% |
N/A
|
13.8K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.91KNew |
N/A
|
2.91K
$252K
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
2.9KNew |
N/A
|
2.9K
$252K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.89KNew |
N/A
|
2.89K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.85K+ 7.09% |
N/A
|
43K
$3.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
2.85KNew |
N/A
|
2.85K
$247K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.84KNew |
N/A
|
2.84K
$246K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.81KNew |
N/A
|
2.81K
$243K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
2.79KNew |
N/A
|
2.79K
$242K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.77K+ 16.56% |
N/A
|
19.5K
$1.69M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
2.77K+ 5.32% |
N/A
|
54.9K
$4.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
2.77KNew |
N/A
|
2.77K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.75KNew |
N/A
|
2.75K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
2.75KNew |
N/A
|
2.75K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
BUY
|
- |
2.75K+ 65.37% |
N/A
|
6.94K
$602K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
2.72KNew |
N/A
|
2.72K
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
2.69KNew |
N/A
|
2.69K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.67KNew |
N/A
|
2.67K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2.67KNew |
N/A
|
2.67K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.67KNew |
N/A
|
2.67K
$232K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.67KNew |
N/A
|
2.67K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
2.65K+ 2.57% |
N/A
|
106K
$9.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.64K+ 34.1% |
N/A
|
10.4K
$901K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.63KNew |
N/A
|
2.63K
$228K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.61KNew |
N/A
|
2.61K
$227K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.61K+ 31.63% |
N/A
|
10.9K
$942K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.58KNew |
N/A
|
2.58K
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
2.58KNew |
N/A
|
2.58K
$224K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
2.58KNew |
N/A
|
2.58K
$224K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
2.58KNew |
N/A
|
2.58K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
2.55KNew |
N/A
|
2.55K
$221K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.54KNew |
N/A
|
2.54K
$220K
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
2.54KNew |
N/A
|
2.54K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.54KNew |
N/A
|
2.54K
$220K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
2.54K+ 24.77% |
N/A
|
12.8K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
2.54K+ 5.31% |
N/A
|
50.3K
$4.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
2.53K+ 7.72% |
N/A
|
35.3K
$3.06M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.52KNew |
N/A
|
2.52K
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.51KNew |
N/A
|
2.51K
$218K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.51KNew |
N/A
|
2.51K
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$217K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.48K+ 27.29% |
N/A
|
11.6K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.48KNew |
N/A
|
2.48K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.47K+ 74.25% |
N/A
|
5.8K
$503K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
2.47KNew |
N/A
|
2.47K
$214K
|
|