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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
198K+ 6831.72% |
N/A
|
201K
$17.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
103K+ 97.35% |
N/A
|
208K
$18M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
60.6K+ 7.76% |
N/A
|
841K
$72.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
50.1KNew |
N/A
|
50.1K
$4.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
49.2K+ 23.16% |
N/A
|
261K
$22.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
48.3KNew |
N/A
|
48.3K
$4.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
38.5K+ 17.14% |
N/A
|
263K
$22.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
23.9K+ 501.58% |
N/A
|
28.6K
$2.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.3K+ 22.77% |
N/A
|
115K
$9.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.7KNew |
N/A
|
12.7K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$943K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8.62K+ 99.42% |
N/A
|
17.3K
$1.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.74K+ 6.22% |
N/A
|
115K
$9.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
5.84K+ 53.18% |
N/A
|
16.8K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
5.66K+ 60.68% |
N/A
|
15K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
5.59KNew |
N/A
|
5.59K
$484K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4.42KNew |
N/A
|
4.42K
$383K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
4.36KNew |
N/A
|
4.36K
$378K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
4.14KNew |
N/A
|
4.14K
$358K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
4.11K+ 7.42% |
N/A
|
59.5K
$5.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.1K+ 3.13% |
N/A
|
135K
$11.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.61K+ 49.45% |
N/A
|
10.9K
$945K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
3.2K+ 27.84% |
N/A
|
14.7K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.08KNew |
N/A
|
3.08K
$267K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
2.79KNew |
N/A
|
2.79K
$242K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
2.54K+ 24.77% |
N/A
|
12.8K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
2.53K+ 7.72% |
N/A
|
35.3K
$3.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$217K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.2KNew |
N/A
|
2.2K
$190K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2.12KNew |
N/A
|
2.12K
$184K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.03KNew |
N/A
|
2.03K
$176K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2KNew |
N/A
|
2K
$173K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.66KNew |
N/A
|
1.66K
$144K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.45K+ 4.43% |
N/A
|
34.1K
$2.95M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.22K+ 1.75% |
N/A
|
70.9K
$6.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.16K+ 1.66% |
N/A
|
71.2K
$6.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
1KNew |
N/A
|
1K
$86.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
992+ 53.65% |
N/A
|
2.84K
$246K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
809+ 11.28% |
N/A
|
7.98K
$692K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
750+ 11.02% |
N/A
|
7.56K
$655K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
722+ 21.05% |
N/A
|
4.15K
$360K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
639+ 21.55% |
N/A
|
3.6K
$312K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
627+ 12.05% |
N/A
|
5.83K
$505K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
615+ 8.88% |
N/A
|
7.54K
$654K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
499+ 10.89% |
N/A
|
5.08K
$440K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
485+ 5.53% |
N/A
|
9.26K
$803K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
351+ 13.81% |
N/A
|
2.89K
$251K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
312+ 41.11% |
N/A
|
1.07K
$92.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
311+ 5.59% |
N/A
|
5.88K
$509K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
310+ 68.58% |
N/A
|
762
$66K
|