A detailed history of Forum Financial Management, LP transactions in Vertiv Holdings CO stock. As of the latest transaction made, Forum Financial Management, LP holds 2,041 shares of VRT stock, worth $176,873. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,041
Previous 2,852 28.44%
Holding current value
$176,873
Previous $247,000 28.74%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025

SELL
N/A
-811 Reduced 28.44%
2,041 $176,000
Q1 2025

May 02, 2025

BUY
N/A
147 Added 5.43%
2,852 $247,000
Q4 2024

Feb 13, 2025

BUY
N/A
2,705 New
2,705 $234,000

Others Institutions Holding VRT

About Vertiv Holdings Co


  • Ticker VRT
  • Exchange NYSE
  • Sector Industrials
  • Industry Electrical Equipment & Parts
  • Shares Outstandng 377,059,008
  • Market Cap $32.7B
  • Description
  • Vertiv Holdings Co, together with its subsidiaries, designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments. It offers AC and DC power management products, thermal management products, integrated rack systems, mod...
More about VRT
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.